Lynch Washington Hunt

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2015 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Princeton, NJ
• 07/2026 → Present
  Wells Fargo Bank, Na
  Princeton, NJ
• 06/2025 → 07/2026
  Unemployed
  Lawrenceville, NJ

Previous Registrations

• 2015-06-22 → 2025-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  New York, NY
  Pennington, NJ
  New York, NY
  Pennington, NJ
• 2014-07-28 → 2015-04-01
  Essex National Securities, Llc
  Voorhees, NJ
• 2013-07-01 → 2014-08-04
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2006-08-25 → 2013-06-17
  Pnc Wealth Management Llc
  Princeton, NJ
  West Windsor, NJ
  Mount Laurel, NJ
  Hamilton, NJ
• 2004-10-18 → 2006-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2004-10-07

Other Names

• Lynch Washington Hunt
• Lynch Washington Hunt
• Lynch W Hunt Jr
• Lynch Washington Hunt
• Lynch Washington Hunt
• Lynch Washintgon Hunt