Michael Joseph Lynch

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2018
  Ot: Optimized Transitions, Independent Investment Counsel, Llc
  Annandale, NJ
• 12/2018 → 10/2023
  Bdo Wealth Advisors, Llc
  New York, NY
• 11/2023 → Present
  Choreo, Llc
  New York, NY

Previous Registrations

• 2021-04-02 → 2023-11-02
  Bdo Wealth Advisors, Llc
  New York, NY
  Columbia, MD
• 2015-11-13 → 2018-12-31
  Ot: Optimized Transitions, Independent Investment Counsel, Llc
  Lebanon, NJ

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-10-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst