TrueAdvisor
TrueAdvisor
EL
EL

Edward Lynch

Raymond James Financial Services Advisors, INC
22 Years of Experience
Goshen, NY
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Edward Lynch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, NY, with 22 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Coates Drive, Suite 5, Goshen, NY, 10924

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016
Settled
Customer Dispute
September 2014
Denied
Employment Separation After Allegations
July 2014
Customer Dispute
May 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward has personal/private investments and is a part owner of a rental real estate investment property. He is also the sole owner, President, and CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with RJFS, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Edward JonesBroker
October 2003 - August 2014 · 10 yrs 10 mos
State Registrations20 states
ARCACOCTDCFLGAHIMAMDMIMSNCNJNYPASCTNTXWV
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.
More Advisors
More financial advisors in Goshen, NY →All financial advisors in New York →