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Sean Byrne

Brookfield Oaktree Wealth Solutions LLC

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About Sean Byrne

Sean Byrne is a registered representative with Brookfield Oaktree Wealth Solutions LLC. Sean Byrne has been in the industry since November 3, 2022 and is currently registered in 15 states. Sean Byrne holds Series 63, Series 7TO, and SIE licenses.

Firm Information

Sean Byrne is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

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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Sean Byrne’s Registration & Firm History

NY

11/04/2022 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

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Licenses & Designations

BC

Issued 12/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Byrne.
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