Kevin Lynyak is a registered investment advisor at Parametric Portfolio Associates, based in Seattle, WA, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 201,647 clients with $570B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parametric charges a fee for investment management services, generally as a percentage of the value of your portfolio each year. These fees are negotiable and vary based on the investment strategy, the type of product, the size of your account, how customized it is, and the level of service you need. Some strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. The fees for mutual funds that Parametric manages may vary and are listed in the fund's documents. Parametric may charge higher fees if your account requires complex customization or other special requests.
Location
800 Fifth Avenue, Suite 2800, Seattle, WA, 98104
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Regulatory History
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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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
Eaton Vance Distributors, INC.
Eaton Vance Distributors, INC.Broker
Previous Registrations
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. LLCBroker
UBS Securities LLCBroker
Goldman, Sachs & CO.Broker
Prudential Securities IncorporatedBroker
State Registrations3 states
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