Stephen Michael Wintermeier

Employer firm

Lynx Investment Advisory, LLC CRD 111814

$1.11B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PERFORMANCE MEASUREMENT, ASSET ALLOCATION

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

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

Current Employers

Employment History

• 03/2006 → 04/2023
  Fenway Financial Advisors,Llc
  Boston, MA
• 04/2023 → 05/2026
  Fenway Financial Advisors,Llc
  Arlington, VA
• 05/2026 → Present
  Lynx Investment Advisory
  Washington, DC

Previous Registrations

• 2007-01-08 → 2026-05-11
  Fenway Financial Advisors, Llc
  Boston, MA
  Arlington, VA
• 2006-03-01 → 2006-12-31
  Fenway Financial Advisors, Llc
  Arlington, VA

Other Businesses

Rental Property 1708 ½ 10th Street, NW, Washington DC 20001 Real estate rental Title: Landlord Start Date: 08/2025 1 hour per month/less than 1 hour per month during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2004-11-24

Designations

• Certified Financial Planner

Other Names

• Steve Wintermeier