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Ryan W. Lynch

Strategic Advisers LLC

West Chester, PA

CRD 7092301

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-10
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-10-10
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Chester, PA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 04/2019 04/2021
Quito's Restaurant Bristol RI 04/2019 08/2019
Fidelity Investments Smithfield RI 06/2018 08/2018
North End Pizzeria Portsmouth RI 05/2017 08/2018
Quito's Restaurant Bristol RI 05/2017 08/2018
James Madison University Harrisonburg VA 01/2016 05/2019
Fidelity Investments Smithfield RI 06/2021 Present
Boston University Boston MA 08/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 04/2019 → 08/2019
    Quito's Restaurant
    Bristol, RI
  • 06/2018 → 08/2018
    Fidelity Investments
    Smithfield, RI
  • 05/2017 → 08/2018
    North End Pizzeria
    Portsmouth, RI
  • 05/2017 → 08/2018
    Quito's Restaurant
    Bristol, RI
  • 01/2016 → 05/2019
    James Madison University
    Harrisonburg, VA
  • 06/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2020 → 06/2021
    Boston University
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
S63 Uniform Securities Agent State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2023-05-15
  • S63 Uniform Securities Agent State Law Examination
    2021-10-26
Other Names
  • Ryan Lynch
  • Ryan William Lynch

View on SEC IAPD

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