Michael Lynch, financial advisor Dewitt NY
90 score

Michael Lynch

CRD Number: 6020139
Current Firm: Hazard & Siegel Advisory Services LLC

Michael Lynch (CRD# 6020139) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hazard & Siegel Inc. Dewitt, NY Jul 2012 - Current 4
Hazard & Siegel Advisory Services Dewitt, NY Jan 2012 - Current 4
Crown Risk Management LLC Syracuse, NY Oct 2010 - Current 6
Varitech LLC Liverpool, NY Jun 2007 - Jun 2011 4
Suny Geneseo Geneseo, NY Aug 2006 - May 2010 3
Suny Geneseo Geneseo, NY Aug 2006 - May 2010 3
Unemployed Baldwinsville, NY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Michael J. Lynch
Phone Number: 315-414-0722
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $474,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MD, NY, OH, PA, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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