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David Stephen Lynch

ATHENA CAPITAL ADVISORS LLC·LINCOLN, Massachusetts
Unclaimed Profile
55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 5662812Firm CRD# 124062
01

About

David Stephen Lynch is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with ATHENA CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY TRUST INTERNATIONAL, LLC
FIDUCIARY TRUST INTERNATIONAL, LLC
AUM
$6.3B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5662812
Firm CRD# 124062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Stephen Lynch offer?
David Stephen Lynch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LINCOLN, Massachusetts for a consultation.
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, working with ATHENA CAPITAL ADVISORS LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
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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Other advisors in LINCOLN
John Drew Mcclellan — PEAR TREE PARTNERS, LPLisette Scott Cooper — FIDUCIARY TRUST INTERNATIONAL, LLCStephen Robert Karp — ATHENA CAPITAL ADVISORS LLCAnne Marie Towle — FIDUCIARY TRUST INTERNATIONAL, LLCJame G. Birmingham — BL CORP
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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