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Lynn Marie Magnus

LONG RUN WEALTH ADVISORS, LLC·LAKE PLACID, New York
Series 65Clean record4 years registeredLONG RUN WEALTH ADVISORS, LLC
55 BARN ROAD, LAKE PLACID, NY 12946CRD# 5217100Firm CRD# 311415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Marie Magnus · LAKE PLACID, NY
Registration
CRD #5217100 · LONG RUN WEALTH ADVISORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Jan 2026 – present
LONG RUN WEALTH ADVISORS, LLC
Oct 2021 – Mar 2026
LAKE PLACID, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 26, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONG RUN WEALTH ADVISORS, LLC
CRD 311415 · SEC 801-119953
AUM
$442M
Regulatory assets under management
Employees
9
2,033 client accounts
Services offered by LONG RUN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LONG RUN WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lynn Marie Magnus offer?
Lynn Marie Magnus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE PLACID, New York for a consultation.
What are Lynn Marie Magnus's credentials?
Lynn Marie Magnus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Magnus located?
Lynn Marie Magnus is based in LAKE PLACID, New York, working with LONG RUN WEALTH ADVISORS, LLC. Their office serves clients in the LAKE PLACID metropolitan area and surrounding communities.
How does Lynn Marie Magnus charge for services?
Lynn Marie Magnus'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 LONG RUN WEALTH ADVISORS, LLC?
LONG RUN WEALTH ADVISORS, LLC has approximately 9 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LONG RUN WEALTH ADVISORS, LLC

Kevin Michael Brady
LAKE PLACID, NY
CFPCFA
Charles Gale Cowan
LAKE PLACID, NY

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