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Kelly Ann Lynch

Arcadia Wealth Management

Smithtown, NY

CRD 7709711

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Employer firm

Arcadia Wealth Management CRD 165504

$384M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Arcadia Wealth Management

10 Edgewood Avenue, Smithtown, NY 11787 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-20
  • NY RA
    APPROVED
    Since 2023-03-20

Branch Locations

10 Edgewood Avenue, Smithtown, NY 11787 • 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
Arcadia Wealth Management Smithtown NY 07/2019 Present
Student Blacksburg VA 09/2012 05/2019
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

JAMES VERDI
NICHOLAS KLOPSIS
Matthew Kyle Heeter

Nearby Offices

LPL FINANCIAL LLC · SMITHTOWN, NY
CETERA INVESTMENT ADVISERS LLC · SMITHTOWN, NY
EDWARD JONES · SMITHTOWN, NY

More in Smithtown, NY

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