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Evan Thomas Byrne

Facet

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About Evan Thomas Byrne

Evan Thomas Byrne is a financial advisor with Facet, a firm that manages over $3.8 billion in assets. Evan has been in the financial services industry for over 7 years. Evan specializes in providing financial planning and portfolio management services to individuals and families. Evan is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Evan has a strong background in helping individuals and families achieve their financial goals.

Firm Information

Evan Byrne is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Evan Byrne’s Registration & Firm History

MD

03/11/2021 - Present

Facet (BALTIMORE MD)

NM

07/05/2016 - 08/10/2020

FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)

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Licenses & Designations

BC

Issued 07/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Thomas Byrne.
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