Unclaimed Profile

Donald Dennis Lynch

VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, Ohio

Series 1, Series 4, Series 5, Series 40, Series 63Clean record26 years registeredVAN CLEEF ASSET MANAGEMENT INC

3201 ENTERPRISE PKWY, BEACHWOOD, OH 44122CRD# 315037Firm CRD# 105768

Profile Verification

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

Identity

Donald Dennis Lynch · BEACHWOOD, OH

Registration

CRD #315037 · VAN CLEEF ASSET MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VAN CLEEF ASSET MANAGEMENT INC

VAN CLEEF ASSET MANAGEMENT INC

Jan 2000 – Nov 2021

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 4

Series 5

Series 40

Series 63

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAN CLEEF ASSET MANAGEMENT INC

CRD 105768 · SEC 801-32604

AUM

$894M

Regulatory assets under management

Employees

652 client accounts

Services offered by VAN CLEEF ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VAN CLEEF ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Donald Dennis Lynch offer?

Donald Dennis Lynch specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Donald Dennis Lynch's credentials?

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

Where is Donald Dennis Lynch located?

Donald Dennis Lynch is based in BEACHWOOD, Ohio, last registered with VAN CLEEF ASSET MANAGEMENT INC.

How does Donald Dennis Lynch charge for services?

Donald Dennis Lynch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VAN CLEEF ASSET MANAGEMENT INC?

VAN CLEEF ASSET MANAGEMENT INC has approximately 5 employees and manages $894M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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