Brendan Byrne
Brendan Byrne is a registered investment advisor at LPL Financial LLC, based in Glenview, IL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2700 Patriot Blvd Ste 250, Glenview, IL, 60026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brendan operates under the DBA Glenview Wealth Management for his LPL business, dedicating full-time hours to it. He is also an insurance agent with Ash Brokerage, focusing on non-variable insurance, which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Greensview Wealth Management
Newport Wealth Strategies, INC.
Alpha Cubed Investments, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities CorporationBroker
Banc One Securities Corporation
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.