ML
ML

Michael J Lynch

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

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Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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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

Michael is an Investment Advisor Representative at Hazard & Siegel Advisor Services LLC since 2019, spending about full-time hours per week. He also works as an Account Representative at Crown Risk Management since 2018, providing services and administration of group employee benefits and fixed insurance products, also spending about full-time hours per week.

Employment History
Current Registrations
Hazard & Siegel, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Hazard & Siegel Advisory Services LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2018 - August 2018 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
April 2018 - August 2018 · 4 mos
Hazard & Siegel, INC.Broker
November 2012 - December 2017 · 5 yrs 1 mo
Hazard & Siegel Advisory Services LLC
February 2012 - December 2017 · 5 yrs 10 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.