Lynn M. Bianco

THEPARTNERS WEALTH MANAGEMENT

Pittsford, NY

CRD#: 2215007

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Professional summary

Lynn Marie Bianco, who also goes by Lynn M Bianco, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Pittsford, New York and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Lynn has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn M Bianco

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 Lynn Marie Bianco'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®

None

Experience

Current

June 26, 2025 - Present

THEPARTNERS WEALTH MANAGEMENT

RIA

CRD#: 314816

Pittsford, NY

Current

July 1, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207

CRD#: 35747

ALBANY, NY

Past

October 12, 2024 - June 30, 2025

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Pittsford, NY

Past

October 11, 2024 - October 11, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

PITTSFORD, NY

Past

October 11, 2024 - June 30, 2025

OSAIC WEALTH, INC.

CRD#: 23131

PITTSFORD, NY

Past

January 17, 2007 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

September 7, 2001 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

PITTSFORD, NY

Past

May 13, 1996 - September 17, 2001

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

January 17, 1996 - June 5, 1996

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

June 23, 1995 - December 8, 1995

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

February 1, 1995 - May 23, 1995

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

August 1, 1994 - February 1, 1995

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

August 18, 1992 - August 11, 1994

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, 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".

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816 / SEC#: 801-122637

RIA

Registered Investment Advisory firm - (11/8/2021 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.

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

Arizona
(7/1/2025)

IAR

Arizona
(7/3/2025)

California
(7/1/2025)

Florida
(7/1/2025)

IAR

Florida
(8/5/2025)

Georgia
(7/1/2025)

IAR

Illinois
(8/4/2025)

Massachusetts
(7/1/2025)

IAR

New York
(6/26/2025)

New York
(7/1/2025)

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: 6/10/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816 / SEC#: 801-122637

RIA

Registered Investment Advisory firm - (11/8/2021 Approved)

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Contact information

Main Address

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921

Mailing Address

26 Miramonte Rd, Carmel Valley, CA 93924

Phone number

(800) 324-3010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)

THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,304
AUM (Assets Under Management)	$ 454,537,144

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Lynn M. Bianco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Bianco's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC ADVISORY SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

NATHAN & LEWIS SECURITIES, INC.

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

SECURITIES SERVICE NETWORK, LLC

FISERV INVESTOR SERVICES, INC.

CAPITAL BROKERAGE CORPORATION

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

THEPARTNERS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2002

Series 63

Date: 9/3/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1998

Series 6

Date: 8/17/1992

FINRA

Current Firm

THEPARTNERS WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THEPARTNERS WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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