Lynda M. Bartsch

CHANEY CAPITAL MANAGEMENT

LYNNWOOD, WA 98037

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CRD#: 2725382

Professional summary

Lynda Marie Bartsch, who also goes by Lynda Cox Bartsch, Lynda Marie Cox, is a registered financial advisor currently at CHANEY CAPITAL MANAGEMENT INC. located in Lynnwood, Washington.

Lynda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lynda has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynda Cox Bartsch | Lynda Marie Cox

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 Lynda Marie Bartsch'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

September 3, 2008 - Present

CHANEY CAPITAL MANAGEMENT INC.

Office #1: 3500 188th Street Sw Suite 445, Lynnwood, WA 98037

RIA

CRD#: 116511

LYNNWOOD, WA

Past

July 1, 2003 - April 18, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BELLEVUE, WA

Past

July 1, 2003 - April 18, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BELLEVUE, WA

Past

June 10, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

BELLEVUE, WA

Past

June 23, 1998 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

December 4, 1996 - April 30, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

March 29, 1996 - November 21, 1996

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

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".

CHANEY CAPITAL MANAGEMENT INC.

CRD#: 116511 / SEC#: 801-67807

RIA

Registered Investment Advisory firm - (4/19/2007 Approved)

Washington

Registered Investment Advisory firm - (9/17/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Washington
(9/3/2008)

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: 1/15/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/1/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHANEY CAPITAL MANAGEMENT INC.

CRD#: 116511 / SEC#: 801-67807

RIA

Registered Investment Advisory firm - (4/19/2007 Approved)

Washington

Registered Investment Advisory firm - (9/17/2007 Terminated)

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Contact information

Main Address

3500 188th Street Sw Suite #445, Lynnwood, WA 98037

Mailing Address

Phone number

(425) 673-4060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANEY CAPITAL MANAGEMENT (1/9/2025)

Regulatory assets under management

Total Number of Accounts	1,139
AUM (Assets Under Management)	$ 390,000,000

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

Lynda M. Bartsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynda Marie Bartsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

ALEX. BROWN & SONS INCORPORATED

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

Primary Firm SEC Registration

CHANEY CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/1999

Series 63

Date: 9/21/1998

Series 7

Date: 7/1/1998

Series 6

Date: 3/26/1996

Current Firm

CHANEY CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANEY CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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