LC
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Lynn Cravinho

17 Years of Experience
Waterford, CT
1 DisclosureBrokerSells Insurance

Lynn Cravinho is a registered investment advisor, based in Waterford, CT, with 17 years of industry experience.

Location

426 Boston Post Road, Suite A, Waterford, CT, 06385

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History

Regulatory History (1)
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Regulatory
June 2014
Final
Other Business ActivitiesSells Insurance

Lynn is a member, CCO, financial advisor, IAR, and owner of Compass Rose Strategic Partners LLC, dedicating full-time hours to comprehensive financial planning. Lynn also works as an insurance agent selling insurance and annuities, and is a registered representative with Vanderbilt Securities, LLC, spending about a quarter of her time on this.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
June 2024 - Present · 1 yr 11 mos
Compass Rose Strategic Partners LLC
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
October 2012 - June 2024 · 11 yrs 8 mos
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
State Registrations17 states
COCTDCFLIDINMAMENHNMNVNYPARITXVTWI
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.
Lynn Cravinho - Financial Advisor | TrueAdvisor