Brendan Lynch, financial advisor Rancho Santa Fe CA
88 score

Brendan Lynch

CRD Number: 5918356
Current Firm: Morgan Stanley

Brendan Lynch (CRD# 5918356) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Rancho Sante Fe, CA Jul 2015 - Current 1
Ubs Financial Services San Diego, CA Aug 2011 - Jun 2015 3
Merrill Lynch Rancho Santa Fe, CA Dec 2010 - May 2011 < 1
San Diego State University San Diego, CA Aug 2006 - May 2011 4
The Boat House San Diego, CA Jun 2010 - Sep 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Brendan J. Lynch
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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