Adrian B. Kutko

LYNX INVESTMENT ADVISORY

WASHINGTON, DC 20036

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CRD#: 1917704

Professional summary

Adrian Bohdan Kutko, CFA, who also goes by Adrian B Kutko, is a registered financial advisor currently at LYNX INVESTMENT ADVISORY, LLC located in Washington, District Of Columbia.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Adrian has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adrian B Kutko

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 Adrian Bohdan Kutko'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®

CFA

Chartered Financial Analyst

Experience

Current

April 30, 2010 - Present

LYNX INVESTMENT ADVISORY, LLC

Office #1: 1100 Connecticut Avenue, Nw Suite 540, Washington, DC 20036

RIA

CRD#: 111814

WASHINGTON, DC

Past

March 12, 2007 - June 1, 2009

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

CHEVY CHASE, MD

Past

May 1, 2002 - March 13, 2007

LYNX INVESTMENT ADVISORY, LLC

RIA

CRD#: 111814

WASHINGTON, DC

Past

November 24, 1998 - December 20, 1999

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

June 18, 1992 - November 5, 1998

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 24, 1991 - October 2, 1991

F.N. WOLF & CO., INC.

CRD#: 13051

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".

LYNX INVESTMENT ADVISORY, LLC

LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA

Registered Investment Advisory firm - (10/17/1997 Approved)

California

Registered Investment Advisory firm - (8/28/2001 Cancelled)

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

District of Columbia
(4/30/2010)

IAR

Texas
(1/11/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/11/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/22/1991

General Securities Representative Examination

Current Firm

LYNX INVESTMENT ADVISORY, LLC

LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA

Registered Investment Advisory firm - (10/17/1997 Approved)

California

Registered Investment Advisory firm - (8/28/2001 Cancelled)

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Contact information

Main Address

1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036

Mailing Address

Phone number

(202) 833-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LYNX INVESTMENT ADVISORY FORM ADV PART 2A - MARCH 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 1,303,950,138

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.

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Advisor Monitoring

Firm Stability Insights

Adrian B. Kutko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Bohdan Kutko's CRS (Customer Relationship Summary).

Certified licenses

Experience

GFO ADVISORY SERVICES, LLC

LYNX INVESTMENT ADVISORY, LLC

CRESTAR SECURITIES CORPORATION

FIDELITY BROKERAGE SERVICES LLC

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

LYNX INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2001

Series 63

Date: 2/7/1989

Series 7

Date: 4/22/1991

Current Firm

LYNX INVESTMENT ADVISORY, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNX INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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