Edward M. Lynch
Professional summary
Edward Myles Lynch JR, who also goes by Edward Nyles Lynch Jr, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Newbury, Massachusetts and LPL FINANCIAL LLC located in Newbury, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Edward has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Myles Lynch JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2025 - Present
WELLTH ADVISORY SERVICES, LLC
Office #1: 28 Green Street, Newbury, MA 01951September 20, 2007 - Present
LPL FINANCIAL LLC
Office #1: 28 Green St, Newbury, MA 01951October 23, 2009 - December 2, 2010
P.L.A.N.
March 18, 2008 - December 31, 2014
DIETZ & LYNCH CAPITAL
September 26, 2007 - February 13, 2026
LPL FINANCIAL LLC
October 1, 1999 - September 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
October 1, 1999 - September 26, 2007
WELLS FARGO CLEARING SERVICES, LLC
March 24, 1999 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
February 16, 1995 - March 25, 1999
ADVEST, INC.
January 11, 1988 - February 10, 1995
PRUDENTIAL EQUITY GROUP, LLC
April 25, 1983 - May 6, 1988
E. F. HUTTON & COMPANY INC
July 22, 1982 - April 18, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/13/2023)
(10/15/2025)
(9/20/2007)
(10/16/2025)
(9/21/2007)
(12/12/2025)
(3/16/2009)
(10/15/2025)
(10/17/2007)
(9/20/2023)
(9/20/2007)
(2/11/2026)
(4/14/2025)
(9/20/2007)
(10/16/2025)
(8/22/2023)
(9/20/2007)
(2/13/2023)
(2/11/2023)
(10/15/2025)
(7/14/2023)
(2/12/2026)
(5/9/2023)
(2/13/2023)
(10/17/2025)
(1/15/2015)
(9/26/2007)
(12/23/2025)
(4/14/2025)
(9/21/2007)
(10/17/2025)
(2/12/2024)
(11/14/2025)
(10/15/2025)
(9/20/2007)
(2/12/2026)
(9/21/2007)
(6/4/2024)
(10/15/2025)
Exams
FINRA
Current Firm
WELLTH ADVISORY SERVICES, LLC
CRD#: 330537 / SEC#: 801-130037
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,338 |
| AUM (Assets Under Management) | $ 23,574,040,155 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
