Christopher C. Stulb

LYNCH & ASSOCIATES

Boston, MA 02116

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CRD#: 1676882

Professional summary

Christopher Charles Stulb is a registered financial advisor currently at LYNCH & ASSOCIATES located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6, Series 27 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Christopher Charles Stulb's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Christopher Charles Stulb's 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

June 13, 2007 - Present

LYNCH & ASSOCIATES

Office #1: 535 Boylston St Suite T2, Boston, MA 02116Office #2: 535 Boylston St., Suite T2, Boston, MA 02116

RIA

CRD#: 140762

Boston, MA

Current

November 2, 2006 - Present

LYNCH & ASSOCIATES

Office #1: 535 Boylston St Suite T2, Boston, MA 02116Office #2: 535 Boylston St. Floor T2, Boston, MA 02116

RIA

CRD#: 140762

Boston, MA

Past

October 27, 2006 - June 12, 2007

WJ LYNCH INVESTOR SERVICES, LLC

RIA

CRD#: 140372

BOSTON, MA

Past

June 29, 2000 - December 7, 2006

TBG FINANCIAL

CRD#: 26984

LOS ANGELES, CA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/14/2006)

Arkansas
(11/30/2006)

California
(11/8/2006)

Connecticut
(12/5/2006)

Delaware
(11/8/2006)

Florida
(11/8/2006)

Georgia
(11/8/2006)

Idaho
(11/8/2006)

Illinois
(5/15/2024)

Maine
(7/23/2007)

Maryland
(11/21/2006)

Massachusetts
(11/8/2006)

IAR

Massachusetts
(6/13/2007)

Minnesota
(11/8/2006)

Missouri
(12/8/2006)

New York
(11/10/2006)

North Carolina
(11/8/2006)

North Dakota
(10/30/2024)

Pennsylvania
(12/6/2006)

Rhode Island
(5/15/2024)

South Carolina
(11/27/2006)

Texas
(1/10/2007)

Virginia
(5/15/2024)

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

State Security Law Exam

IAR

Series 65

Date: 10/24/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/28/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 6/29/2006

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/19/2001

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

LYNCH & ASSOCIATES

LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC

CRD#: 140762 / SEC#: , 8-67335

Massachusetts

Registered Investment Advisory firm - SEC (10/27/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

535 Boylston St. Floor T2, Boston, MA 02116

Mailing Address

535 Boylston St. Suite T2, Boston, MA 02116

Phone number

(617) 247-7000

Established

Delaware since 02/06/2006

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (24 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
WJL ASSOCIATES, INC.	OWNER
LONGINO, MICHAEL LUTHER	PRESIDENT	4327203
LYNCH, WILLIAM JOSEPH III	CEO	1060714
STULB, CHRISTOPHER CHARLES	CCO/CFO/FINOP	1676882

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher C. Stulb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Charles Stulb's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Christopher Charles Stulb's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNCH & ASSOCIATES

WJ LYNCH INVESTOR SERVICES, LLC

TBG FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2006

Series 63

Date: 6/28/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 6

Date: 6/28/2000

Series 27

Date: 6/29/2006

Series 26

Date: 10/19/2001

FINRA

Current Firm

LYNCH & ASSOCIATES

Contact information

FINRA licenses (24 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

LYNCH & ASSOCIATES

TRUST BUT VERIFY

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