LB
LB

Lynn Marie Bianco

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

626 Kreag Road, Pittsford, NY, 14534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lynn is a sales managing director for APFS Rochester Inc., offering life insurance, fixed annuities, and long-term care since 2001, dedicating minimal time. Lynn is also a registered representative with OSAIC and licensed insurance agent, but does very little insurance business currently, though she may offer life insurance or long-term care insurance quotes when needed.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2025 - Present · 7 mos
Thepartners Wealth Management
June 2025 - Present · 8 mos
Previous Registrations
Osaic Advisory Services, LLC
October 2024 - June 2025 · 8 mos
Osaic Wealth, INC.Broker
October 2024 - June 2025 · 8 mos
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
January 2007 - October 2024 · 17 yrs 9 mos
American Portfolios Financial Services, INC.Broker
September 2001 - October 2024 · 23 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
May 1996 - September 2001 · 5 yrs 4 mos
Mfi Investments CORP.Broker
January 1996 - June 1996 · 5 mos
Securities Service Network, INC.Broker
June 1995 - December 1995 · 6 mos
Bhcm INC.Broker
February 1995 - May 1995 · 3 mos
Gna Securities, INC.Broker
August 1994 - February 1995 · 6 mos
New England SecuritiesBroker
August 1992 - August 1994 · 2 yrs
State Registrations7 states
AZCAFLGAILMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.