Clinton Dean Lynch

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2006-04-14

Designations

• Certified Financial Planner

Other Names

• Clint Lynch