Rebecca L. Gillette

LYNNLEIGH & COMPANY

Pittsford, NY 14534

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CRD#: 4208151

Professional summary

Rebecca Lynn Gillette, who also goes by Rebecca L. Gillette, Rebecca Lynn Lemcke, is a registered financial advisor currently at LYNNLEIGH & COMPANY, LLC located in Pittsford, New York.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Rebecca has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebecca L. Gillette | Rebecca Lynn Lemcke

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.

GFC Compliance Partners, LLC. 1160A Pittsford Victor Road Pittsford, NY 14534. GFC offers Compliance Consulting to Investment Advisor Firms. I am the current owner. GFC was formed 10/31/2019. Currently less than 5 hours per month are devoted to GFC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Lynn Gillette'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

December 15, 2021 - Present

LYNNLEIGH & COMPANY, LLC

Office #1: 1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534

RIA

CRD#: 285044

Pittsford, NY

Past

September 11, 2007 - February 9, 2016

EDWARD JONES

RIA

CRD#: 250

BROCKPORT, NY

Past

September 28, 2005 - February 9, 2016

EDWARD JONES

CRD#: 250

BROCKPORT, NY

Past

March 19, 2004 - September 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

October 31, 2000 - September 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

LYNNLEIGH & COMPANY, LLC

CRD#: 285044 / SEC#: 801-114238

RIA

Registered Investment Advisory firm - (11/2/2018 Approved)

New York

Registered Investment Advisory firm - (11/6/2018 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

New York
(12/15/2021)

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: 7/1/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/26/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2000

General Securities Representative Examination

Current Firm

LYNNLEIGH & COMPANY, LLC

CRD#: 285044 / SEC#: 801-114238

RIA

Registered Investment Advisory firm - (11/2/2018 Approved)

New York

Registered Investment Advisory firm - (11/6/2018 Terminated)

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Contact information

Main Address

1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534

Mailing Address

Phone number

(585) 623-5970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B JASON CURTIS (3/31/2025)

ADV PART 2B REBECCA GILLETTE (3/31/2025)

LYNNLEIGH & COMPANY, LLC. ADV PART 2A (3/31/2025)

LYNNLEIGH & COMPANY, LLC ADV PART 3 (3/31/2025)

J. CURTIS WEALTH ADVISORY SERVICES ADV PART 2A (3/31/2025)

ADV 2B DISCLOSURE BROCHURE KELLY OLCZAK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 134,634,429

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

Rebecca L. Gillette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Lynn Gillette's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LYNNLEIGH & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2017

Series 66

Date: 2/26/2004

SIE

Date: 2/9/2016

Series 7

Date: 10/30/2000

Current Firm

LYNNLEIGH & COMPANY, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNNLEIGH & COMPANY, LLC

TRUST BUT VERIFY

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