Kevin Lynyak

PARAMETRIC PORTFOLIO ASSOCIATES

New York, NY 10017

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CRD#: 2685731

Professional summary

Kevin Lynyak, who also goes by Kevin Scott Lynyak, is a registered financial advisor currently at PARAMETRIC PORTFOLIO ASSOCIATES located in New York, New York and EATON VANCE DISTRIBUTORS, INC. located in Seattle, Washington.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kevin has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, Series 79TO, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Scott Lynyak

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.

*559132 - Trinity Church Southport; Investment related -No; Southport, Connecticut; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 1; After business hours: 1; Investment Decisions/Advice *665876-� Yale University; Investment related-No; New Haven, Connecticut; Education Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 4; I will be a TA for a first year executive MBA class called "Investor" which introduces investment management concepts for first year business school student.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Lynyak'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

March 25, 2024 - Present

PARAMETRIC PORTFOLIO ASSOCIATES

Office #1: 100 Park Avenue 16th Floor, New York, NY 10017

RIA

CRD#: 114310

New York, NY

Current

July 28, 2023 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104

CRD#: 37731

Seattle, WA

Past

December 2, 2020 - May 31, 2023

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

RIA

CRD#: 110353

NEW YORK, NY

Past

December 1, 2020 - May 31, 2023

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

New York, NY

Past

August 8, 2017 - December 1, 2020

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

October 2, 2013 - December 1, 2020

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

June 21, 2004 - July 26, 2017

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

January 6, 2004 - June 28, 2004

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

January 3, 2001 - November 14, 2003

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

May 22, 1996 - November 28, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 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

Connecticut
(3/22/2024)

IAR

Connecticut
(3/25/2024)

Massachusetts
(7/28/2023)

New York
(7/28/2023)

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: 8/7/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/15/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 9/9/2008

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 3

Date: 12/3/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/6/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/4/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/29/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 694-5500

Established

Firm type

Fiscal year end

# of Employees

1,006

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAMETRIC FORM ADV BROCHURE - 08 15 2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	201,647
AUM (Assets Under Management)	$ 574,020,820,789

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

Kevin Lynyak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Lynyak's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

MORGAN STANLEY DISTRIBUTION, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

UBS SECURITIES LLC

GOLDMAN SACHS & CO. LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PARAMETRIC PORTFOLIO ASSOCIATES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2017

Series 63

Date: 2/15/1996

Series 52TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 9/9/2008

Series 3

Date: 12/3/1996

Series 7

Date: 2/6/1996

Series 53

Date: 8/4/2009

Series 24

Date: 7/29/2008

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAMETRIC PORTFOLIO ASSOCIATES

TRUST BUT VERIFY

Contact information

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