Eric K. Lynch
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric Kendrick Lynch was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2003. Eric had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 28, 2011 - November 13, 2025
SCHARF INVESTMENTS, LLC
March 9, 2006 - December 31, 2007
LYNCH CAPITAL MANAGEMENT
May 18, 2004 - July 21, 2005
POLEN CAPITAL MANAGEMENT, LLC
January 14, 2003 - July 6, 2005
DAVID M POLEN SECURITIES, LLC
Primary Firm SEC Registration
SCHARF INVESTMENTS, LLC
CRD#: 105508 / SEC#: 801-18799
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHARF INVESTMENTS, LLC
CRD#: 105508 / SEC#: 801-18799
Contact information
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,523 |
| AUM (Assets Under Management) | $ 4,227,121,971 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | ||
| 01/17/2025 | ||
| 09/09/2024 | ||
| 10/30/2023 |
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.
