KL
KL

Kevin Lynyak

29 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
201,647 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$574.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.

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Location

800 Fifth Avenue, Suite 2800, Seattle, WA, 98104

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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 Activities

Kevin serves on the Investment Committee for Trinity Church Southport, a religious organization. He spends minimal time on investment decisions and advice for the church.

Employment History
Current Registrations
Parametric Portfolio Associates
March 2024 - Present · 2 yrs
Eaton Vance Distributors, INC.
July 2023 - Present · 2 yrs 8 mos
Eaton Vance Distributors, INC.Broker
July 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley Investment Management INC.
December 2020 - May 2023 · 2 yrs 5 mos
Morgan Stanley Distribution, INC.Broker
December 2020 - May 2023 · 2 yrs 5 mos
Morgan Stanley
August 2017 - December 2020 · 3 yrs 4 mos
Morgan StanleyBroker
October 2013 - December 2020 · 7 yrs 2 mos
Morgan Stanley & CO. LLCBroker
June 2004 - July 2017 · 13 yrs 1 mo
UBS Securities LLCBroker
January 2004 - June 2004 · 5 mos
Goldman, Sachs & CO.Broker
January 2001 - November 2003 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
May 1996 - November 2000 · 4 yrs 6 mos
State Registrations3 states
CTMANY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Lynyak - Financial Advisor | TrueAdvisor