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ML

Michael S. Lynch

roseville, CA 95661
Some features on this profile are disabled
CRD#: 5062414
ML
Michael Scott Lynch

Professional summary

Michael Scott Lynch was a registered financial advisor .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael had worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
Lynch Business Center- not investment related, 1700 Eureka Road, Suite 155, Roseville, CA 95661, Commercial office leasing company, Owner, 10/hours a month, no hours during security trading hours, management. Lynch Tax LLC- tax preparation services company

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 18, 2026 - Present

Office #1: 1700 Eureka Road Suite 155, Roseville, CA 95661
roseville, CA
Past

January 16, 2025 - September 2, 2026

FARTHER

RIA
CRD#: 302050
Roseville, CA
Past

February 12, 2018 - March 22, 2025

LYNCH FINANCIAL ADVISORS

RIA
CRD#: 137094
ROSEVILLE, CA

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
California
(9/18/2026)
IAR
Texas
(9/18/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/29/2002
Uniform Investment Adviser Law Examination

Current firm

No current employment

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

No current employment

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