Lynch & Associates
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 140762
- Registered since
- November 2, 2006
- Website
- www.wjlynch.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Lynch & Associates is organized as a limited liability company and has been SEC-registered since 2006. The firm operates primarily as a broker-dealer and insurance broker and is also involved in selecting third‑party advisers on behalf of clients. It is designated as a capital allocator and lists an affiliation with an insurance company. The firm does not identify as an active ESG investor and is not listed as a multi-state registered investment adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Christopher Stulb
Chief Financial Officer & Chief Compliance OfficerCRD 1676882
William Lynch
Owner & CEOCRD 1060714
Contacts
3 of 12
Paula Reeves
Executive AssistantCRD 2440360
Amy Stern
Senior Vice PresidentCRD 1072154
Robin Kippenberger
ConsultantCRD 2380962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 535 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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