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Edward Lynch

8 Years of Experience
Tampa, FL
Broker

Edward Lynch is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

100 North Tampa Street, Suite 3000, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Edward is a partner at Barron Enterprises LLC, a real estate company, spending minimal time on property management. He is also an employee at Evolution Parking & Guest Services, dedicating about 10-20% of his time to customer service.

Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLC
March 2020 - October 2021 · 1 yr 7 mos
LPL Financial LLCBroker
January 2018 - October 2021 · 3 yrs 9 mos
State Registrations31 states
AZCACOCTDCDEFLGAHIILMAMDMEMOMTNCNHNJNYOKORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.