Unclaimed Profile

Jennifer Buchman Lynn

CANNELL & SPEARS LLC·NEW YORK, New York

Clean recordCANNELL & SPEARS LLC

545 MADISON AVENUE, NEW YORK, NY 10022CRD# 4928742Firm CRD# 142633

Profile Verification

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

Identity

Jennifer Buchman Lynn · NEW YORK, NY

Registration

CRD #4928742 · CANNELL & SPEARS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Buchman Lynn is a registered financial advisor based in NEW YORK, New York, affiliated with CANNELL & SPEARS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CANNELL & SPEARS LLC

AUM

$5.9B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4928742

Firm CRD# 142633

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Frequently Asked Questions

What services does Jennifer Buchman Lynn offer?

Jennifer Buchman Lynn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Jennifer Buchman Lynn's credentials?

Jennifer Buchman Lynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Buchman Lynn located?

Jennifer Buchman Lynn is based in NEW YORK, New York, working with CANNELL & SPEARS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Jennifer Buchman Lynn charge for services?

Jennifer Buchman Lynn's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANNELL & SPEARS LLC?

CANNELL & SPEARS LLC has approximately 40 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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