Michael Andrew Lynfield

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → Present
  Janney Montgomery Scott Llc
  Fairfiled, CT

Previous Registrations

• 2005-11-18 → 2014-06-27
  Wells Fargo Clearing Services, Llc
  Westport, CT
• 2004-08-02 → 2005-12-14
  Advest, Inc.
  Greenwich, CT
• 1991-12-10 → 2004-08-03
  Wells Fargo Clearing Services, Llc
  Westport, CT

Other Businesses

1) TRUSTEE FOR FATHER, INVESTMENT RELATED, WESTPORT, CT, START: 6/2013, 1 HOUR PER MONTH/0 DURING TRADING. 2) POWER OF ATTORNEY FOR MOTHER, INVESTMENT RELATED,WESTPORT, CT, START: 6/2013, 1 HOUR PER MONTH/0 DURING TRADING. 3) DULWICH COLLEGE USA ALUMNI; NOT INVESTMENT RELATED; 6 HIGHWOOD ROAD, WESTPORT, CT 06824; ALUMNI ASSOCIATION; SECRETARY; START DATE: 08/01/1984; 1 HR PER MONTH; I ORGANIZE A DINNER PARTY IN NEW YORK CITY ONCE A YEAR FOR THE USA ALUMNI OF MY HIGH SCHOOL

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-16