Stephen M. Lynn
STRATEGIC ADVISERS LLC | VP, Branch Leader
NASHUA, NH
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CRD#: 5203389
Professional summary
Stephen Michael Lynn, CFP®, who also goes by Stephen M Lynn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashua, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Nashua, New Hampshire.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Stephen has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 9 and Series 10 exams.
Biography
I am thrilled to lead this team of financial professionals who strive to provide world-class planning, advice, and support to our local clients. Our goal is to learn about you and your story, co-create a financial plan that is personalized to your needs and preferences, and to implement that plan to help you to make progress towards your goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen M Lynn
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.
OBA-110396|OrgNmn:landlord|Org Addr:Nashua,New Hampsh,US|OBA Nature:renting our condo|Invst Rel:Y|Title:landlord|Duties:landlord|StrtDt:06-15-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-118284|OrgNmn:Home Health and Hospice Care|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Board of Directors for Hospice|Invst Rel:Y|Title:Member of the Board|Duties:Sitting on the board of directors - possibly sitting on finance committee in the future. |StrtDt:04-01-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-112208|OrgNmn:Century 21 Cardinal|Org Addr:Nashua,New Hampsh,US|OBA Nature:Real Estate agent|Invst Rel:Y|Title:Independent Contractor|Duties:Learn real estate, act as agent occasionally|StrtDt:|TotHrs/mon:5|TrdHrs/mon:2|OBA-118286|OrgNmn:Front Door Agency|Org Addr:Nashua,New Hampsh,US|OBA Nature:Non-profit helping with housin|Invst Rel:N|Title:Board member|Duties:Sit on the board of directors|StrtDt:06-02-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Michael Lynn'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®
Education
Rivier University
Master of Business Administration (MBA) - Management
2006
University of Massachusetts Lowell
Bachelor of Arts (BA) - Modern Languages
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 225 Daniel Webster Hwy, Nashua, NH 03060-5536RIA
CRD#: 104555
NASHUA, NH
Current
October 30, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 225 Daniel Webster Highway, Nashua, NH 03060-5536BD
CRD#: 7784
NASHUA, NH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NASHUA, NH
Past
June 17, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(12/18/2024)
RR
Kansas(7/17/2025)
RR
Massachusetts(11/14/2006)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(11/17/2020)
IAR
New Hampshire(3/31/2025)
RR
New York(7/17/2025)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
