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William Peter Lynn

MAKEFIELD CAPITAL MANAGEMENT, LLC·CENTER VALLEY, Pennsylvania
SIE, Series 6, Series 7TO, Series 22, Series 63, Series 65Clean recordMAKEFIELD CAPITAL MANAGEMENT, LLC
4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2789131Firm CRD# 156704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Peter Lynn · CENTER VALLEY, PA
Registration
CRD #2789131 · MAKEFIELD CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 22
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MAKEFIELD CAPITAL MANAGEMENT, LLC
CRD 156704 · SEC 801-72237
AUM
$11M
Regulatory assets under management
Employees
2
1 client accounts
Services offered by MAKEFIELD CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at MAKEFIELD CAPITAL MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does William Peter Lynn offer?
William Peter Lynn specializes in Investment Management, Fee-Only Advisory. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are William Peter Lynn's credentials?
William Peter Lynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Peter Lynn located?
William Peter Lynn is based in CENTER VALLEY, Pennsylvania, working with MAKEFIELD CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does William Peter Lynn charge for services?
William Peter Lynn'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 MAKEFIELD CAPITAL MANAGEMENT, LLC?
MAKEFIELD CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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