Kelly L. Olczak

LYNNLEIGH & COMPANY

PITTSFORD, NY 14534

CRD#: 5039125

Some features on this profile are disabled

Professional summary

Kelly Leigh Olczak, CFP®, who also goes by Kelly Leigh Moriarty, Kelly Leigh Moriarty-farinacci, Kelly L Olczak, is a registered financial advisor currently at LYNNLEIGH & COMPANY, LLC located in Pittsford, New York.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kelly has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Leigh Moriarty | Kelly Leigh Moriarty-Farinacci | Kelly L Olczak

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 Kelly Leigh Olczak'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

September 29, 2021 - Present

LYNNLEIGH & COMPANY, LLC

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

RIA

CRD#: 285044

PITTSFORD, NY

Past

June 28, 2016 - June 1, 2018

CORNERSTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 164666

Pittsford, NY

Past

May 23, 2016 - May 31, 2018

LPL FINANCIAL LLC

CRD#: 6413

PITTSFORD, NY

Past

November 29, 2005 - May 24, 2016

EDWARD JONES

CRD#: 250

PITTSFORD, 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
(9/29/2021)

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

Series 63

Date: 12/1/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/2005

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (3 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.

Similar Advisors

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

ROCHESTER, NY

Donald Devitto

RBC CAPITAL MARKETS, LLC

IAR

ROCHESTER, NY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelly L. Olczak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Leigh Olczak's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNNLEIGH & COMPANY, LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

LYNNLEIGH & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/2005

SIE

Date: 5/31/2018

Series 7

Date: 11/28/2005

Current Firm

LYNNLEIGH & COMPANY, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNNLEIGH & COMPANY, LLC

TRUST BUT VERIFY

Similar Advisors