Autumn Lynzi Smith

Current Employers

Employment History

• 10/2003 → 07/2026
  M&T Bank
  Perry, NY
• 08/2006 → 07/2026
  M&T Securities
  Perry, NY
• 06/2021 → 07/2026
  Lpl Financial Llc
  Olean, NY
• 07/2026 → Present
  Osaic Wealth, Inc.
  Castile, NY

Previous Registrations

• 2021-06-09 → 2026-08-11
  Lpl Financial Llc
  Olean, NY
  Cheektowaga, NY
  Nunda, NY
  Arcade, NY
  Perry, NY
  Springville, NY
  Ellicottville, NY
  Hamburg, NY
  Hamburg, NY
  Fillmore, NY
• 2010-03-29 → 2021-06-09
  M&T Securities, Inc.
  Batavia, NY
  Perry, NY
  Perry, NY
  Nunda, NY
  Silver Springs, NY
  Buffalo, NY
  Cheektowaga, NY
  Arcade, NY
  Delevan, NY
  Cheektowaga, NY
  Rushford, NY
  Olean, NY
  Springville, NY
  Ellicottville, NY
  Williamsport, PA
  Buffalo, NY
  Cheektowaga, NY
  Baltimore, MD

Other Businesses

1. SIX ON THE BEACH LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2024 ADDRESS: 405 Brook Creek Dr, Cary NC 27519, United States DESCRIPTION: Member of LLC that owns one rental property, Works with rental agency on bookings and maintenance of property 2. INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/30/2026 ADDRESS: 5596 State Route 19A, Castile NY 14427, United States DESCRIPTION: Sell and service all types of insurance policies 3. AUTUMN SMITH FINANCIAL GROUP POSITION: President NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/07/2026 ADDRESS: 5596 Route 19A, Castile NY 14427, United States DESCRIPTION: Financial advice, retirement planning, client meetings, portfolio management

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-26
• S63 Uniform Securities Agent State Law Examination
  2006-10-04

Other Names

• Autumn Lynzi Boyd
• Autumn Lynzi Boyd