KL
Kieran J. Lynch
CITIZENS PRIVATE WEALTH
WOODCLIFF LAKE, NJ 07677
Some features on this profile are disabled
CRD#: 2031471
KL
Professional summary
Kieran J Lynch, CFP®, who also goes by Kieran John Lynch, is a registered financial advisor currently at CITIZENS PRIVATE WEALTH located in Woodcliff Lake, New Jersey and CITIZENS SECURITIES, INC. located in Woodcliff Lake, New Jersey.
Kieran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Kieran has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kieran John 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.
Name: 65 Louville Ave LLC Investment-related: Yes Nature of the business: Rental Property Role: Managing Member Start Date: 02/08/2021 Description of duties: Serve on board of directors Number of hours each month: 3 Number of hours during trading:0 Name: 119 Clinton Pl LLC Investment-related: Yes Nature of the business: Rental Property Role: Managing Partner Start Date: 02/08/2021 Description of duties: Serve on board of directors Number of hours each month: 3 Number of hours during trading: 0 Name: Bergen Irish Association Address: 41 Omaha St. Dumont NJ 07628 Investment-related: No Nature of the business: Bergen Irish is a non profit 501c3 entity that will provide fiscal sponsorship to the Bergen Irish Association. . Role: Board Member Start Date: 09/01/2022 Description of duties: I have been involved with the Bergen Irish Association for many years in various capacities. Number of hours each month: 5 Number of hours during trading: 0
CRS (Client Relationship Summary) - RIA
Click below to view Kieran J Lynch'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®
CFP®
Start date: 2014
Experience
Current
April 16, 2025 - Present
CITIZENS PRIVATE WEALTH
Office #1: 50 Tice Blvd Suite 317, Woodcliff Lake, NJ 07677RIA
CRD#: 106743
WOODCLIFF LAKE, NJ
Current
April 16, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 50 Tice Blvd Suite 317, Woodcliff Lake, NJ 07677RIA
BD
CRD#: 39550
WOODCLIFF LAKE, NJ
Current
April 16, 2025 - Present
CITIZENS SECURITIES, INC.
Office #1: 50 Tice Blvd Suite 317, Woodcliff Lake, NJ 07677RIA
BD
CRD#: 39550
WOODCLIFF LAKE, NJ
Past
April 9, 2024 - February 14, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Morristown, NJ
Past
September 29, 2023 - February 14, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Morristown, NJ
Past
August 9, 2019 - February 14, 2025
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
RIA
CRD#: 108559
Paramus, NJ
Past
August 9, 2019 - September 29, 2023
FIRST REPUBLIC SECURITIES COMPANY, LLC
BD
CRD#: 105108
Paramus, NJ
Past
February 3, 2006 - August 20, 2019
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
PARAMUS, NJ
Past
February 3, 2006 - August 20, 2019
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PARAMUS, NJ
Past
May 10, 2002 - February 17, 2006
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PARAMUS, NJ
Past
August 10, 1992 - February 17, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PARAMUS, NJ
Past
June 17, 1991 - August 24, 1992
DAVID LERNER ASSOCIATES, INC.
BD
CRD#: 5397
SYOSSET, 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".
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
RIA
Registered Investment Advisory firm - (2/20/1992 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2025)
IAR
Alabama(4/17/2025)
RR
Alaska(4/28/2025)
IAR
Alaska(4/28/2025)
RR
Arizona(4/21/2025)
IAR
Arizona(4/21/2025)
RR
Arkansas(4/25/2025)
IAR
Arkansas(4/25/2025)
IAR
California(4/16/2025)
RR
California(4/17/2025)
RR
Colorado(4/17/2025)
IAR
Colorado(4/17/2025)
RR
Connecticut(4/16/2025)
IAR
Connecticut(4/16/2025)
RR
Delaware(4/19/2025)
IAR
Delaware(4/19/2025)
RR
District of Columbia(4/21/2025)
RR
Florida(4/17/2025)
IAR
Florida(4/17/2025)
RR
Georgia(4/17/2025)
IAR
Georgia(4/17/2025)
RR
Hawaii(4/17/2025)
IAR
Hawaii(5/1/2025)
RR
Idaho(4/17/2025)
IAR
Idaho(4/17/2025)
RR
Illinois(4/17/2025)
IAR
Illinois(4/17/2025)
IAR
Indiana(4/16/2025)
RR
Indiana(4/21/2025)
IAR
Iowa(4/18/2025)
RR
Iowa(4/22/2025)
RR
Kansas(4/16/2025)
IAR
Kansas(4/16/2025)
RR
Kentucky(4/17/2025)
IAR
Kentucky(4/18/2025)
RR
Louisiana(4/16/2025)
IAR
Louisiana(4/16/2025)
RR
Maine(4/16/2025)
IAR
Maine(4/16/2025)
IAR
Maryland(4/17/2025)
RR
Maryland(4/22/2025)
RR
Massachusetts(5/13/2025)
RR
Michigan(4/18/2025)
IAR
Michigan(4/18/2025)
RR
Minnesota(4/16/2025)
IAR
Minnesota(4/16/2025)
RR
Mississippi(4/17/2025)
IAR
Mississippi(4/17/2025)
RR
Missouri(4/17/2025)
IAR
Missouri(4/17/2025)
RR
Montana(4/25/2025)
IAR
Montana(4/29/2025)
RR
Nebraska(4/16/2025)
IAR
Nebraska(4/16/2025)
RR
Nevada(4/17/2025)
IAR
Nevada(4/17/2025)
RR
New Hampshire(4/22/2025)
IAR
New Hampshire(4/22/2025)
RR
New Jersey(4/16/2025)
IAR
New Jersey(4/16/2025)
RR
New Mexico(4/17/2025)
IAR
New Mexico(4/17/2025)
RR
New York(4/17/2025)
IAR
New York(4/17/2025)
RR
North Carolina(4/16/2025)
IAR
North Carolina(4/21/2025)
RR
North Dakota(4/21/2025)
IAR
North Dakota(4/21/2025)
RR
Ohio(4/16/2025)
IAR
Ohio(4/16/2025)
RR
Oklahoma(4/16/2025)
IAR
Oklahoma(4/16/2025)
RR
Oregon(4/17/2025)
IAR
Oregon(4/17/2025)
RR
Pennsylvania(4/17/2025)
IAR
Pennsylvania(4/17/2025)
RR
Puerto Rico(5/5/2025)
IAR
Puerto Rico(5/5/2025)
RR
Rhode Island(4/17/2025)
IAR
Rhode Island(4/17/2025)
RR
South Carolina(4/17/2025)
IAR
South Carolina(4/17/2025)
RR
South Dakota(4/16/2025)
IAR
South Dakota(4/16/2025)
RR
Tennessee(4/17/2025)
RR
Texas(4/16/2025)
IAR
Texas(4/16/2025)
RR
Utah(4/16/2025)
IAR
Utah(4/16/2025)
RR
Vermont(4/16/2025)
IAR
Vermont(4/16/2025)
RR
Virginia(4/17/2025)
IAR
Virginia(4/17/2025)
RR
Washington(4/16/2025)
IAR
Washington(4/16/2025)
IAR
West Virginia(4/18/2025)
RR
West Virginia(4/24/2025)
RR
Wisconsin(4/16/2025)
IAR
Wisconsin(4/22/2025)
RR
Wyoming(4/16/2025)
IAR
Wyoming(4/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
RIA
Registered Investment Advisory firm - (2/20/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 White Plains Road 3rd Floor, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 846-0100
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,846 |
| AUM (Assets Under Management) | $ 12,182,945,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 10/28/2022 |
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.
