Christopher Charles Stulb
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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 on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/14/2006)
(11/30/2006)
(11/8/2006)
(12/5/2006)
(11/8/2006)
(11/8/2006)
(11/8/2006)
(11/8/2006)
(5/15/2024)
(11/21/2025)
(7/23/2007)
(11/21/2006)
(11/8/2006)
(6/13/2007)
(11/8/2006)
(12/8/2006)
(11/10/2006)
(11/8/2006)
(10/30/2024)
(12/6/2006)
(5/15/2024)
(11/27/2006)
(1/10/2007)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2000About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2001About the Series 26 examSRO Registrations
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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).
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