BC
Brian M. Chait
LYNX CAPITAL GROUP LTD
Beachwood, OH
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CRD#: 2777236
BC
Professional summary
Brian Martin Chait is a registered financial advisor currently at LYNX CAPITAL GROUP LTD located in Beachwood, Ohio.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
BRIAN CHAIT (THROUGH LYNX CAPITAL LTD), OFFERS ADMINISTRATIVE SERVICES AND ADVICE TO THE FUND OF ELITE MANAGERS LP ("THE FUND")THE FUND WHICH SELECTS MONEY MANAGERS FOR INVESTORS AND IS LOCATED IN CLEVELAND, OHIO 44114. MR CHAIT STARTED PROVIDING SERVICES TO THE FUND IN DECEMBER 1997 AND PROVIDES APPROXIMATELY 8 HOURS PER MONTH, WITH APPROXIMATELY 2 BEING DURING TRADING HOURS.
BRIAN CHAIT (THROUGH LYNX CAPITAL LTD), IS A SUB ADVISOR TO BC GLOBAL OPPORTUNITY FUND, LP , FOR ACCREDITED INVESTORS AND IS LOCATED IN CLEVELAND, OHIO. MR CHAIT STARTED PROVIDING SERVICES TO THE FUND IN JANUARY 2006 AND PROVIDES APPROXIMATELY 40 HOURS PER MONTH, WITH APPROXIMATELY 20 HOURS BEING DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Martin Chait'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®
NoneExperience
Current
January 3, 2000 - Present
LYNX CAPITAL GROUP LTD
RIA
CRD#: 120459
Beachwood, OH
Past
December 6, 2020 - March 25, 2024
2 KNIGHTS WEALTH MANAGEMENT, LLC
RIA
CRD#: 307238
PEPPER PIKE, OH
Past
April 12, 2007 - May 27, 2008
MAI CAPITAL MANAGEMENT, LLC
RIA
CRD#: 109807
CLEVELAND, OH
Past
July 30, 1997 - July 30, 1999
OPPENHEIMER & CO. INC.
BD
CRD#: 249
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".
LC
LYNX CAPITAL GROUP LTD
LYNX CAPITAL GROUP LTD
CRD#: 120459 / SEC#: 801-128053
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)Florida
Registered Investment Advisory firm - (6/9/2023 Terminated)Ohio
Registered Investment Advisory firm - (6/12/2023 Terminated)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
California(6/5/2023)
IAR
Florida(3/13/2008)
IAR
Michigan(6/6/2023)
IAR
Ohio(1/3/2000)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
LC
LYNX CAPITAL GROUP LTD
LYNX CAPITAL GROUP LTD
CRD#: 120459 / SEC#: 801-128053
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)Florida
Registered Investment Advisory firm - (6/9/2023 Terminated)Ohio
Registered Investment Advisory firm - (6/12/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Beachwood, OH
Mailing Address
Phone number
(216) 591-1309
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 177 |
| AUM (Assets Under Management) | $ 260,361,453 |
Red Flags
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