Thomas C. Lynch

IRON POINT PARTNERS

WASHINGTON, DC 20036

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CRD#: 4243267

Professional summary

Thomas Charles Lynch JR is a registered financial advisor currently at IRON POINT PARTNERS, LLC located in Washington, District Of Columbia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Thomas has worked at 3 firms and has passed the Series 7 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Charles Lynch JR'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®

None

Experience

Current

March 13, 2012 - Present

IRON POINT PARTNERS, LLC

Office #1: 1133 Connecticut Ave., N.w. Suite 800, Washington, DC 20036

RIA

CRD#: 157078

WASHINGTON, DC

Past

December 23, 2016 - December 31, 2021

IPI PARTNERS, LLC

RIA

CRD#: 284694

Washington, DC

Past

October 3, 2000 - March 12, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

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".

IRON POINT PARTNERS, LLC

CRD#: 157078 / SEC#: 801-73280

RIA

Registered Investment Advisory firm - (2/23/2012 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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/13/2012)

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

General Industry/Product Exam

Series 7

Date: 10/2/2000

General Securities Representative Examination

Current Firm

IRON POINT PARTNERS, LLC

CRD#: 157078 / SEC#: 801-73280

RIA

Registered Investment Advisory firm - (2/23/2012 Approved)

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Contact information

Main Address

1133 Connecticut Ave., Nw Suite 800, Washington, DC 20036

Mailing Address

Phone number

(202) 452-8400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

IRON POINT PARTNERS - FORM ADV PART 2A (2025-3) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 1,439,687,423

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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Thomas C. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Charles Lynch JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON POINT PARTNERS, LLC

IPI PARTNERS, LLC

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

IRON POINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 10/2/2000

Current Firm

IRON POINT PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRON POINT PARTNERS, LLC

TRUST BUT VERIFY

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