Unclaimed Profile

Susan Lynch

HELLMAN JORDAN MANAGEMENT CO INC·QUINCY, Massachusetts

Clean recordHELLMAN JORDAN MANAGEMENT CO INC

ATTN: SUE LYNCH, QUINCY, MA 02169CRD# 4346213Firm CRD# 106099

Profile Verification

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

Identity

Susan Lynch · QUINCY, MA

Registration

CRD #4346213 · HELLMAN JORDAN MANAGEMENT CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Lynch is a registered financial advisor based in QUINCY, Massachusetts, affiliated with HELLMAN JORDAN MANAGEMENT CO INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

HELLMAN JORDAN MANAGEMENT CO INC

AUM

$95M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HELLMAN JORDAN MANAGEMENT CO INC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES

Regulatory

SEC/IARD CRD# 4346213

Firm CRD# 106099

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Frequently Asked Questions

What services does Susan Lynch offer?

Susan Lynch specializes in Wealth Management. Contact their office in QUINCY, Massachusetts for a consultation.

What are Susan Lynch's credentials?

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

Where is Susan Lynch located?

Susan Lynch is based in QUINCY, Massachusetts, working with HELLMAN JORDAN MANAGEMENT CO INC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.

How does Susan Lynch charge for services?

Susan Lynch's firm is compensated through percentage of aum, other: family clients may billed for additional services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELLMAN JORDAN MANAGEMENT CO INC?

HELLMAN JORDAN MANAGEMENT CO INC has approximately 7 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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