Lana Lynch

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-12-11
TX	RA	APPROVED	2020-03-19
NJ	RA	APPROVED	2020-02-18

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	04/2019	07/2019
Nomi Beauty	New York	NY	08/2018	12/2018
Fyxit	New York	NY	05/2015	01/2018
Nyu Stern Langone	New York	NY	02/2014	05/2017
Homemaking	New York	NY	02/2018	07/2018
Homemaking	New York	NY	01/2019	03/2019
Axa Advisors Llc	New York	NY	10/2019	12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Short Hills	NJ	12/2019	Present
Bank Of America, N.A.	Short Hills	NJ	02/2020	Present
Unemployed	New York	NY	08/2019	09/2019

04/2019 → 07/2019

Morgan Stanley

New York, NY
08/2018 → 12/2018

Nomi Beauty

New York, NY
05/2015 → 01/2018

Fyxit

New York, NY
02/2014 → 05/2017

Nyu Stern Langone

New York, NY
02/2018 → 07/2018

Homemaking

New York, NY
01/2019 → 03/2019

Homemaking

New York, NY
10/2019 → 12/2019

Axa Advisors Llc

New York, NY
12/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Short Hills, NJ
02/2020 → Present

Bank Of America, N.A.

Short Hills, NJ
08/2019 → 09/2019

Unemployed

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-17

Nearby Firms