Matthew Lynch (CRD# 7834022) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York,, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | New York, NY | Nov 2023 - Current | < 1 |
Rosegold Entertainment | New York, NY | Aug 2022 - Oct 2023 | 1 |
City Of New York Department Of Parks & Recreation | New York, NY | May 2018 - Sep 2023 | 5 |
Fairfield University - Office Of Student Engagement | Fairfield, CT | May 2022 - May 2023 | 1 |
Fairfield University | Fairfield, CT | Sep 2019 - May 2023 | 3 |
New York Surf School | Rockaway Beach, NY | May 2015 - Aug 2022 | 7 |
Xavier High School | New York, NY | Sep 2015 - May 2019 | 3 |
N/a | New York, NY | Nov 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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