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Scott M Byrne

Investment adviser representative at Asset Allocation Strategies, LLC
21 yearsExperience
2 statesRegistered in
$1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. Asset Allocation Strategies, LLCJan 2011 to now
  2. Glp and Associates IncJul 2005 to now
  3. Glp Investment ServicesJul 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Asset Allocation Strategies, LLC

$1BAssets managed
4,394Clients
40Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4438907
Firm CRD
152339
Advisor's SEC record (opens in a new tab)
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