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Emily J. Lynch

Cerity Partners LLC

New York, NY

Boston, MA

CRD 6235264

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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:

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-02-23
TX RA APPROVED 2021-02-03
  • MA RA
    APPROVED
    Since 2021-02-23
  • TX RA
    APPROVED
    Since 2021-02-03

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

53 State Street 39Th Floor, Boston, MA 02109 • 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
Bainco International Investors Llc Boston MA 07/2013 06/2017
Newbury Street Capital Limited Partnership Boston MA 07/2013 02/2017
Cerity Partners Llc Boston MA 01/2021 Present
Bainco International Investors Llc Boston MA 06/2017 08/2020
Bainco International Investors Llc Boston MA 08/2020 12/2020
  • 07/2013 → 06/2017
    Bainco International Investors Llc
    Boston, MA
  • 07/2013 → 02/2017
    Newbury Street Capital Limited Partnership
    Boston, MA
  • 01/2021 → Present
    Boston, MA
  • 06/2017 → 08/2020
    Bainco International Investors Llc
    Boston, MA
  • 08/2020 → 12/2020
    Bainco International Investors Llc
    Boston, MA
Previous Registrations
  • 2016-08-29 → 2021-02-04
    Bainco International Investors Llc
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
S63 Uniform Securities Agent State Law Examination 2014-03-15
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18
  • S63 Uniform Securities Agent State Law Examination
    2014-03-15
Other Names
  • Emily J. O'COnnor

View on SEC IAPD

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