Best Investors Account Sign in
Inactive

Clinton Dean Lynch

Cw Advisors, LLC

Boston, MA

Claim This Profile
Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-10-21
  • MA RA
    APPROVED
    Since 2020-10-21

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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
Charles Schwab & Co., Inc. Burlington MA 04/2013 12/2018
Charles Schwab Bank Burlington MA 04/2013 12/2018
Congress Wealth Management Llc Boston MA 02/2020 Present
Apexium Financial Braintree MA 01/2019 01/2020
  • 04/2013 → 12/2018
    Charles Schwab & Co., Inc.
    Burlington, MA
  • 04/2013 → 12/2018
    Charles Schwab Bank
    Burlington, MA
  • 02/2020 → Present
    Congress Wealth Management Llc
    Boston, MA
  • 01/2019 → 01/2020
    Apexium Financial
    Braintree, MA
Previous Registrations
  • 2020-02-11 → 2020-12-02
    Congress Wealth Management Llc
    Boston, MA
  • 2013-04-16 → 2019-02-04
    Charles Schwab & Co., Inc.
    Burlington, MA
  • 2012-02-06 → 2013-04-05
    Td Ameritrade, Inc.
    Burlington, MA
  • 2012-02-06 → 2013-04-05
    Td Ameritrade Investment Management, Llc
    Burlington, MA
  • 2008-10-16 → 2010-11-08
    Eaton Vance Management
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-14
  • S66 Uniform Combined State Law Examination
    2006-04-14
Designations
Other Names
  • Clint Lynch

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor