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Inactive

Stephen Michael Wintermeier

Lynx Investment Advisory, LLC

Washington, DC

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Current Employers
Lynx Investment Advisory, Llc

1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
TX RA APPROVED_RES 2026-05-15
DC RA APPROVED 2026-05-14
VA RA APPROVED 2026-05-12
  • MA RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED_RES
    Since 2026-05-15
  • DC RA
    APPROVED
    Since 2026-05-14
  • VA RA
    APPROVED
    Since 2026-05-12

Branch Locations

1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fenway Financial Advisors,Llc Boston MA 03/2006 04/2023
Fenway Financial Advisors,Llc Arlington VA 04/2023 05/2026
Lynx Investment Advisory Washington DC 05/2026 Present
  • 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
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
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-24
  • S66 Uniform Combined State Law Examination
    2004-11-24
Designations
Other Names
  • Steve Wintermeier

View on SEC IAPD

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