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LM

Lynn M. Magnus

LONG RUN WEALTH ADVISORS
Lake Placid, NY 12946
Some features on this profile are disabled
CRD#: 5217100
LM

Professional summary

Lynn Marie Magnus, who also goes by Lynn M Magnus, Lynn Magnus, Lynn Marie Rapoza, is a registered financial advisor currently at LONG RUN WEALTH ADVISORS, LLC located in Lake Placid, New York.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lynn has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lynn M Magnus | Lynn Magnus | Lynn Marie Rapoza

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 Lynn Marie Magnus'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®
None

Experience

Current

October 26, 2021 - Present

LONG RUN WEALTH ADVISORS, LLC

Office #1: 55 Barn Road Suite 206, Lake Placid, NY 12946
RIA
CRD#: 311415
Lake Placid, 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".
LR
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA
Registered Investment Advisory firm - (12/9/2020 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.

Highlighted states indicate IAR registrations

IAR
New York
(10/26/2021)
IAR
Texas
(12/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2021
Uniform Investment Adviser Law Examination

Current Firm

LR
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA
Registered Investment Advisory firm - (12/9/2020 Approved)
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Contact information

Main Address
55 Barn Road Suite 206, Lake Placid, NY 12946
Mailing Address
Phone number
(518) 523-8050
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LONG RUN WEALTH ADVISORS, LLC (5/23/2025)

Regulatory assets under management

Total Number of Accounts2,062
AUM (Assets Under Management)$ 514,203,877

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

LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415Lake Placid, NY 12946

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