Anna Byrne, financial advisor Randolph MA

Anna Byrne

CRD Number: 4432877
Current Firm: Kendall Wealth LLC

Anna Byrne (CRD# 4432877) is an Investment Advisor Representative working at Kendall Wealth LLC in Randolph, MA and has over 22 years of experience in the finance industry.

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Integrated Wealth Concepts LLC
Company Name Location Dates Years
Eckert Byrne LLC Cambridge, MA Apr 2009 - Current 15
Kendall Wealth LLC Randolph, MA Oct 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Anna M. Byrne
Phone Number: 617-945-2371
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $624,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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