Best Investors Account Sign in
Inactive

Kelly Ann Lynch

Arcadia Wealth Management

Smithtown, NY

Claim This Profile
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

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JAMES VERDI
NICHOLAS KLOPSIS
Matthew Kyle Heeter
LOUIS ANTHONY SORIANO
Frank E Carpentiere
JOSEPH BONURA
JOHN CLEAVELAND PALMER
LYNNE MICHELE BARNHARDT

Other Offices

LPL FINANCIAL LLC · SMITHTOWN, NY
CETERA INVESTMENT ADVISERS LLC · SMITHTOWN, NY
EDWARD JONES · SMITHTOWN, NY
LPL FINANCIAL LLC · SMITHTOWN, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SMITHTOWN, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · SMITHTOWN, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Smithtown, NY
COMMONWEALTH FINANCIAL NETWORK · Smithtown, NY

More in Smithtown, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor