Lynsey Goldstein

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2017 → 07/2021
  Broadridge Businesss Process Outsourcing, Llc
  Denver, CO
• 08/2014 → 11/2017
  Ann Taylor Loft
  Lone Tree, CO
• 03/2015 → 08/2017
  Colorado Rockies Baseball Club
  Denver, CO
• 07/2021 → 06/2023
  Syntrinsic Investment Counsel, Llc
  Denver, CO
• 06/2023 → Present
  Syntrinsic Llc
  Denver, CO
• 01/2025 → Present
  Ima Advisory Services
  Denver, CO

Previous Registrations

• 2023-07-17 → 2025-01-03
  Syntrinsic Llc
  Denver, CO
• 2021-09-13 → 2023-12-31
  Syntrinsic Investment Counsel, Llc.
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-13