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James Louis Lynch

UBS REALTY INVESTORS LLC·HARTFORD, Connecticut
SIE, Series 27, Series 99TOClean recordUBS REALTY INVESTORS LLC
10 STATE HOUSE SQUARE, HARTFORD, CT 06103-3604CRD# 2987575Firm CRD# 107758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Louis Lynch · HARTFORD, CT
Registration
CRD #2987575 · UBS REALTY INVESTORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UBS REALTY INVESTORS LLC
CRD 107758 · SEC 801-45426
AUM
$2.7B
Regulatory assets under management
Employees
153
3 client accounts
Services offered by UBS REALTY INVESTORS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at UBS REALTY INVESTORS LLC →
Introduction

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Frequently Asked Questions

What services does James Louis Lynch offer?
James Louis Lynch specializes in Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are James Louis Lynch's credentials?
James Louis Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Louis Lynch located?
James Louis Lynch is based in HARTFORD, Connecticut, working with UBS REALTY INVESTORS LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does James Louis Lynch charge for services?
James Louis Lynch's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: real estate acquisition/disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS REALTY INVESTORS LLC?
UBS REALTY INVESTORS LLC has approximately 153 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UBS REALTY INVESTORS LLC

Matthew G Johnson
HARTFORD, CT
Thomas James O'shea
HARTFORD, CT
Matthew Hayward Lynch
HARTFORD, CT
Catherine Ann Schuster
HARTFORD, CT
Kurt Elliott Edwards
HARTFORD, CT
Richard Allen Cumiskey
HARTFORD, CT

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Research
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