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Gary Michael Lynn

MORGAN STANLEY & CO.
NEW YORK, NY
·CRD# 2162411·25 years experience

Professional Summary

Gary Michael Lynn, who also goes by Gary Lynn, is a registered financial advisor currently at MORGAN STANLEY & CO. LLC located in New York, New York and PRIME DEALER SERVICES CORP. located in New York, New York. Gary is registered as a RR (Registered Representative) and started their career in finance in 2001. Gary has worked at 7 firms and has passed the Series 63, SIE, Series 99, Series 7 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary Lynn

Blog Corner

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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 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

25 years in the financial services industry

Current & Past Employments

MORGAN STANLEY & CO. LLC·CRD# 8209
BD
1585 Broadway, New York, NY 10036-8293
May 11, 2012 - Present
PRIME DEALER SERVICES CORP.·CRD# 36142
BD
1585 Broadway, New York, NY 10036
January 18, 2017 - Present
MORGAN STANLEY DISTRIBUTION, INC.·CRD# 30344
BD
1585 Broadway, New York, NY 10036
January 18, 2017 - Present
MORGAN STANLEY·CRD# 149777
RIA
BD
2000 Westchester Avenue, Purchase, NY 10577-2530
October 2, 2018 - Present
EATON VANCE DISTRIBUTORS, INC.·CRD# 37731
BD
One Post Office Square, Boston, MA 02109
May 13, 2025 - Present
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
August 27, 2002 - October 3, 2007
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
January 10, 2001 - July 3, 2002

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Current Firm

EV
EATON VANCE DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: 8-47939
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

One Post Office Square, Boston, MA 02109

Mailing Address

1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231

Phone Number

(617) 482-8260

Established

Massachusetts since 07/15/1994

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER—
FAMIGLIETTI, FRANK JCO-PRESIDENT AND DIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
MELLO, KATARZYNA ZOFIADIRECTOR2280509
MICHAUD, DAVID ANDREWCO-PRESIDENT AND DIRECTOR2730645
RANDALL, RONALD ALLANPRINCIPAL OPERATIONS OFFICER2946509

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2017About the SIE exam

Series 99 — Operations Professional Examination

Passed May 2012About the Series 99 exam

Series 7 — General Securities Representative Examination

Passed Jan 2001About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jan 2017About the Series 27 exam
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CRS (Client Relationship Summary) - BD

Click below to view Gary Michael Lynn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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