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Stephen Michael Wintermeier

Stephen M. Wintermeier

LYNX INVESTMENT ADVISORY
Washington, DC 20036
CRD#: 4860355
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Stephen Michael Wintermeier
Stephen Michael WintermeierLYNX INVESTMENT ADVISORY

Professional summary

Stephen Michael Wintermeier, CFP®, who also goes by Steve Wintermeier, is a registered financial advisor currently at LYNX INVESTMENT ADVISORY, LLC located in Washington, District Of Columbia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Wintermeier

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 Stephen Michael Wintermeier'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

May 12, 2026 - Present

LYNX INVESTMENT ADVISORY, LLC

Office #1: 1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036
RIA
CRD#: 111814
Washington, DC
Past

January 8, 2007 - May 11, 2026

FENWAY FINANCIAL ADVISORS, LLC

RIA
CRD#: 139775
ARLINGTON, VA
Past

March 1, 2006 - December 31, 2006

FENWAY FINANCIAL ADVISORS, LLC

RIA
CRD#: 139775
BOSTON, MA
Past

November 12, 2004 - February 3, 2006

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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".
LI
LYNX INVESTMENT ADVISORY, LLC
LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA
Registered Investment Advisory firm - (10/17/1997 Approved)
California
Registered Investment Advisory firm - (8/28/2001 Cancelled)

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
District of Columbia
(5/14/2026)
IAR
Massachusetts
(5/19/2026)
IAR
Texas
(5/12/2026)
IAR
Virginia
(5/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2004
General Securities Representative Examination

Current Firm

LI
LYNX INVESTMENT ADVISORY, LLC
LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA
Registered Investment Advisory firm - (10/17/1997 Approved)
California
Registered Investment Advisory firm - (8/28/2001 Cancelled)
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Contact information

Main Address
1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036
Mailing Address
Phone number
(202) 833-3700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LYNX INVESTMENT ADVISORY FORM ADV PART 2A - MARCH 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts244
AUM (Assets Under Management)$ 1,303,950,138

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.

Company Information

LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814Washington, DC 20036

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