Lynx Investment Advisory, LLC

Lynx Investment Advisory, LLC (CRD# 111814) is a financial advisory firm headquartered in Columbia, MD. They manage $1,067,593,428 in 284 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
8850 Columbia 100 Parkway, Suite 306, Columbia, MD 21045
http://www.lynxinvestment.com/
By the Numbers
  • Total Assets Under Management
    1,068
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $3,759,132
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NE, NY, OH, PA, TX, VA

Financial Advisors at Lynx Investment Advisory, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Roger Desai, financial advisor Columbia MD
Roger S. Desai
CRD#: 2454893
8850 Columbia 100 Parkway Suite 306, Columbia, MD 21045

Roger Desai (CRD# 2454893) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Columbia, MD and has over 25 years of experience in the finance industry.

2
Heather Errigo, financial advisor Washington DC
Heather T. Errigo
CRD#: 2737382
1100 Connecticut Avenue, Nw, Suite 540, Washington, DC 20036

Heather Errigo (CRD# 2737382) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has over 26 years of experience in the finance industry.

3
Lara Hines, financial advisor Washington DC
Lara C. Hines
CRD#: 2351340
1100 Connecticut Ave. Nw, Washington, DC 20036

Lara Hines (CRD# 2351340) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has over 28 years of experience in the finance industry.

4
Adrian Kutko, financial advisor Washington DC
Adrian B. Kutko
CRD#: 1917704
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC 20036

Adrian Kutko (CRD# 1917704) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has over 33 years of experience in the finance industry.

5
Kara Lilian, financial advisor Washington DC
Kara A. Lilian
CRD#: 4861192
1100 Connecticut Avenue, Nw , Suite 540, Washington, DC 20036

Kara Lilian (CRD# 4861192) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has over 17 years of experience in the finance industry.

6
Vipin Sahijwani, financial advisor Washington DC
Vipin (. Sahijwani
CRD#: 5371097
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC 20036

Vipin Sahijwani (CRD# 5371097) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Washington, DC and has 1 year of experience in the finance industry.

7
Kishore Shah, financial advisor Vienna VA
Kishore Shah
CRD#: 1034515
Vienna, VA

Kishore Shah (CRD# 1034515) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Vienna, VA and has over 34 years of experience in the finance industry.

8
Peter Pavlov, financial advisor Columbia MD
Peter M. Pavlov
CRD#: 7471157
8850 Columbia 100 Parkway, Suite 306, Columbia, MD 21045

Peter Pavlov (CRD# 7471157) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Columbia, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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