Unclaimed Profile

Kelly Leigh Olczak

LYNNLEIGH & COMPANY, LLC·PITTSFORD, New York

SIE, Series 7, Series 63CFPClean record10 years registeredLYNNLEIGH & COMPANY, LLC

1160 PITTSFORD VICTOR ROAD, SUITE A, PITTSFORD, NY 14534CRD# 5039125Firm CRD# 285044

Profile Verification

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

Identity

Kelly Leigh Olczak · PITTSFORD, NY

Registration

CRD #5039125 · LYNNLEIGH & COMPANY, LLC · 10 years registered

Brand Profile

Not yet started

Career History

LYNNLEIGH & COMPANY, LLC

Sep 2021 – present

CORNERSTONE WEALTH MANAGEMENT, LLC

Jun 2016 – Jun 2018

Pittsford, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 28, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYNNLEIGH & COMPANY, LLC

CRD 285044 · SEC 801-114238

AUM

$112M

Regulatory assets under management

Employees

797 client accounts

Services offered by LYNNLEIGH & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LYNNLEIGH & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Leigh Olczak offer?

Kelly Leigh Olczak specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.

What are Kelly Leigh Olczak's credentials?

Kelly Leigh Olczak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Leigh Olczak located?

Kelly Leigh Olczak is based in PITTSFORD, New York, working with LYNNLEIGH & COMPANY, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Kelly Leigh Olczak charge for services?

Kelly Leigh Olczak's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYNNLEIGH & COMPANY, LLC?

LYNNLEIGH & COMPANY, LLC has approximately 5 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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