Unclaimed Profile

David Stephen Lynch

ATHENA CAPITAL ADVISORS LLC·LINCOLN, Massachusetts

Clean record10 years registeredATHENA CAPITAL ADVISORS LLC

55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 5662812Firm CRD# 124062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Stephen Lynch · LINCOLN, MA

Registration

CRD #5662812 · ATHENA CAPITAL ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATHENA CAPITAL ADVISORS LLC

ATHENA CAPITAL ADVISORS LLC

Nov 2015 – Oct 2017

LINCOLN, MA

Registrations & Exams

Registration record

First registered · November 17, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY TRUST INTERNATIONAL, LLC

CRD 124062 · SEC 801-62001

AUM

$6.3B

Regulatory assets under management

Employees

469 client accounts

Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Stephen Lynch offer?

David Stephen Lynch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Stephen Lynch's credentials?

David Stephen Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Stephen Lynch located?

David Stephen Lynch is based in LINCOLN, Massachusetts, last registered with ATHENA CAPITAL ADVISORS LLC.

How does David Stephen Lynch charge for services?

David Stephen Lynch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATHENA CAPITAL ADVISORS LLC?

ATHENA CAPITAL ADVISORS LLC has approximately 50 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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