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Austin Lynch

Pathstone

Englewood, NJ

Potomac, MD

CRD 6495272

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-10-26
  • MD RA
    APPROVED
    Since 2022-10-26

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

12505 Park Potomac Ave Suite 400, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Mclean VA 07/2017 07/2018
Point Oak Retirement Advisors Arlington VA 08/2018 01/2019
Pathstone Potomac MD 02/2019 02/2023
University Of Virginia Charlottesville VA 08/2013 05/2017
Pathstone Potomac MD 02/2023 07/2024
Pathstone Potomac MD 07/2024 Present
  • 07/2017 → 07/2018
    Wells Fargo
    Mclean, VA
  • 08/2018 → 01/2019
    Point Oak Retirement Advisors
    Arlington, VA
  • 02/2019 → 02/2023
    Pathstone
    Potomac, MD
  • 08/2013 → 05/2017
    University Of Virginia
    Charlottesville, VA
  • 02/2023 → 07/2024
    Pathstone
    Potomac, MD
  • 07/2024 → Present
    Pathstone
    Potomac, MD
Designations
  • Certified Financial Planner
Other Names
  • Austin F Lynch

View on SEC IAPD

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