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Patrick Joseph Lynch Iii

ARKADIOS WEALTH ADVISORS
San Antonio, TX
·CRD# 1632895·39 years experience

Professional Summary

Patrick Joseph Lynch III, who also goes by Pat Lynch III, Patrick Joseph Lynch, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in San Antonio, Texas and ARKADIOS CAPITAL located in San Antonio, Texas. Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Patrick has worked at 10 firms and has passed the Series 65, Series 63, Series 79TO, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pat Lynch Iii, Patrick Joseph Lynch

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

ARKADIOS WEALTH ADVISORS·CRD# 288863
RIA
1100 Ne Loop 410 Suite 300, San Antonio, TX 78209
March 4, 2022 - Present
ARKADIOS CAPITAL·CRD# 282710
BD
8603 Crownhill Blvd Suite 1, San Antonio, TX 78209
March 4, 2022 - Present
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
San Antonio, TX
July 17, 2020 - March 4, 2022
SECURITIES AMERICA, INC.·CRD# 10205
BD
San Antonio, TX
July 17, 2020 - March 4, 2022
INVESTACORP ADVISORY SERVICES INC·CRD# 109011
RIA
San Antonio, TX
August 1, 2006 - July 17, 2020
INVESTACORP, INC.·CRD# 7684
BD
San Antonio, TX
July 20, 2006 - July 17, 2020
OSAIC FA, INC.·CRD# 3978
RIA
San Antonio, TX
November 17, 2003 - August 2, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
November 17, 2003 - April 6, 2006
OSAIC FA, INC.·CRD# 3978
BD
San Antonio, TX
November 17, 2003 - August 2, 2006
VERAVEST INVESTMENT ADVISORS, INC.·CRD# 105796
RIA
San Antonio, TX
September 11, 1998 - November 21, 2003
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
Worcester, MA
March 9, 1987 - November 21, 2003

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Current Firm

AW
ARKADIOS WEALTH ADVISORS

1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TELOS PRIVATE WEALTH | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONOGRAM WEALTH PARTNERS | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | LEGACY INVESTMENT STRATEGIES, LLC | LEGACY FINANCIAL GA | LCG WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | GL CAPITAL ADVISORS | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | COMPASS FINANCIAL SERVICES | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS

CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - SEC (7/17/2017 Approved)

Contact Information

Main Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Phone Number

(404) 445-0035

# of Employees

188

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,886

AUM (Assets Under Management)

$8,789,840,262

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. Cork County Investors, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity (OBA) is Real Estate Investment, my position in the organization is partner the duties of this position are my business partner, Steve Markey, and I own real estate together of which includes a building our investment business resides. Start Date-2/2008 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 8 of hours are devoted to the other business during securities trading hours per month. 2. Cork County Investors#2, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity is Passive Investment, my position in the organization is partner, the duties of this position are Investment in Home Fashion Technologies, Inc. which sells doors to Home Depot . Start Date-7/2009 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 10 of hours are devoted to the other business during securities trading hours per month 3. CORK COUNTY INVESTORS, LLC, POSITION: Partner NATURE: Owned building for our firm WhiteStone Wealth Management but sold in 2019 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2008 ADDRESS: 1100 NE Loop 410, Suite 300, San Antonio TX 78209 DESCRIPTION: Property has been sold but keeping business open for future building purchases 4. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related,1100 NE Loop 410, Ste 300, San Antonio, TX, 78209, United States, Wealth Management, Partner,5/1/2006, 160 hours per month, 4 hours per month during trading hours, Commission Compensation, Th�s is the investment practice for Steve Markey and Patrick Lynch. I work 40 hours a week doing financial advisory and investment for our clients collecting advisory fees and commission 5. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related, 1100 NE Loop 410 Ste 300, San Antonio, TX, 78209, United States, Insurance sales, Partner, 5/1/2006, 160 hours per month, 0 hours per month during trading hours, Commission Compensation, This is the fixed insurance business of Steve Markey and Patrick Lynch 6. 8603 Crownhill Blvd Office Building, Is Investment Related,"8603 Crownhill Blvd, , San Antonio, TX, 78209, United States", Office Building Investment,Passive,11/7/2025,0 hours per month,0 hours per month during trading hours, No Compensation Compensation, My business partner Steve Markey and I in our partnership Cork County Investors have purchased a building with 6 tenants renting and not related to us. We will also move our Whitestone Wealth Management business there in the first quarter of 2026. Steve and I are the only owners of the building and the partnership

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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".
AW
ARKADIOS WEALTH ADVISORS

1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TELOS PRIVATE WEALTH | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONOGRAM WEALTH PARTNERS | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | LEGACY INVESTMENT STRATEGIES, LLC | LEGACY FINANCIAL GA | LCG WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | GL CAPITAL ADVISORS | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | COMPASS FINANCIAL SERVICES | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS

CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - SEC (7/17/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(3/4/2022)
RR
Arkansas
(3/4/2022)
RR
California
(3/4/2022)
RR
Colorado
(3/4/2022)
RR
Florida
(1/3/2023)
RR
Michigan
(1/13/2023)
RR
New York
(1/13/2023)
RR
Oregon
(3/4/2022)
RR
Texas
(3/4/2022)
IAR
Texas
(3/4/2022)
RR
Washington
(1/13/2023)
RR
Wisconsin
(1/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1987About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1987About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Lynch III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PL
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