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Amy Lynch

River Street Advisors, LLC

Aurora, IL

Frankfort, IL

CRD 6746960

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Employer firm

River Street Advisors, LLC CRD 153537

$539M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
River Street Advisors, Llc

37 S. River Street, Aurora, IL 60506 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-06-27
  • IL RA
    APPROVED
    Since 2017-06-27

Branch Locations

37 S. River Street, Aurora, IL 60506 • United States

20201 S. Lagrange Road, Frankfort, IL 60423-1488 • 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
River Street Advisors, Llc Aurora IL 11/2015 Present
Old Second Bank Aurora IL 11/2015 Present
Other Businesses

Ms. Lynch is also an employee of Old Second Bank. Ms Lynch started her position as an investment assistant for the Wealth Department of Old Second Bank in November, 2015 and spends approximately 50% of her time in this capacity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-27
  • S65 Uniform Investment Adviser Law Examination
    2017-06-27

View on SEC IAPD

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