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AL

Anthony V. Lynch

MULLANEY KEATING & WRIGHT
WEST HARTFORD, CT 06107
Some features on this profile are disabled
CRD#: 1298816
AL

Professional summary


Anthony Vincent Lynch IV, who also goes by Skip Lynch, Tony Lynch, is a registered financial advisor currently at MULLANEY KEATING & WRIGHT INC located in West Hartford, Connecticut.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Anthony has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Skip Lynch | Tony Lynch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Vincent Lynch IV's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 9, 1999 - Present

MULLANEY KEATING & WRIGHT INC

Office #1: 29 South Main Street, West Hartford, CT 06107
RIA
CRD#: 110743
WEST HARTFORD, CT
Past

January 21, 1994 - August 28, 1995

HARTFORD FINANCIAL GROUP, INC.

BD
CRD#: 23748
HARTFORD, CT
Past

January 28, 1992 - December 31, 1993

E. T. ANDREWS & CO., INC.

BD
CRD#: 1090
Past

April 6, 1988 - January 29, 1992

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

September 24, 1984 - April 14, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MK
MULLANEY KEATING & WRIGHT INC
MULLANEY KEATING & WRIGHT INC

CRD#: 110743 / SEC#: 801-47490

RIA
Registered Investment Advisory firm - (9/21/1994 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(3/9/1999)
IAR
Texas
(1/14/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/19/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MK
MULLANEY KEATING & WRIGHT INC
MULLANEY KEATING & WRIGHT INC

CRD#: 110743 / SEC#: 801-47490

RIA
Registered Investment Advisory firm - (9/21/1994 Approved)
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Contact information


Main Address
29 South Main Street Suite 212, West Hartford, CT 06107
Mailing Address
Phone number
(860) 521-9900
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (9/25/2025)

Regulatory assets under management


Total Number of Accounts504
AUM (Assets Under Management)$ 336,991,438

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.

Company Information


MULLANEY KEATING & WRIGHT INC

CRD#: 110743West Hartford, CT 06107

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