Lynn T. Cravinho

COMPASS ROSE STRATEGIC PARTNERS LLC

Waterford, CT 06385

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CRD#: 5486266

Professional summary

Lynn Theresa Cravinho, who also goes by Lynn Theresa Barlow, is a registered financial advisor currently at COMPASS ROSE STRATEGIC PARTNERS LLC located in Waterford, Connecticut and VANDERBILT SECURITIES, LLC located in Waterford, Connecticut.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Lynn has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn Theresa Barlow

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.

1) COMPASS ROSE STRATEGIC PARTNERS LLC; INVESTMENT RELATED; 426 BOSTON POST ROAD SUITE A WATERFORD, CT 06385;RIA;member,CCO,financial advisor,IAR,owner;10/12/2012;160 HRS/MONTH;6.5 HRS/TRADING DAY; comprehensive financial planning 2) INSURANCE (APPOINTMENTS WITH MULTIPLE CARRIERS);INVESTMENT RELATED; 426 BOSTON POST ROAD SUITE A WATERFORD, CT 06385; INSURANCE AND ANNUITIES; AGENT; 10/12/2012; HRS/MONTH VARY; HOURS DAY VARY; COMPREHENSIVE FINANCIAL PLANNING. 3) Vanderbilt Securities, LLC 125 Froehlich Farm Blvd., Woodbury, NY 11797;Broker-dealer; investment related, Registered representative, 6/2024, 40+ hours a month, 1.5 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Theresa Cravinho'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®

None

Experience

Current

December 10, 2012 - Present

COMPASS ROSE STRATEGIC PARTNERS LLC

Office #1: 426 Boston Post Road Suite A, Waterford, CT 06385

RIA

CRD#: 165043

Waterford, CT

Current

June 26, 2024 - Present

VANDERBILT SECURITIES, LLC

Office #1: 426 Boston Post Road, Suite A, Waterford, CT 06385

CRD#: 5953

Waterford, CT

Past

October 17, 2012 - June 27, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Waterford, CT

Past

June 1, 2009 - October 29, 2012

MORGAN STANLEY

RIA

CRD#: 149777

ESSEX, CT

Past

June 1, 2009 - October 29, 2012

MORGAN STANLEY

CRD#: 149777

ESSEX, CT

Past

April 29, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ESSEX, CT

Past

April 1, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ESSEX, CT

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.

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

Colorado
(6/26/2024)

IAR

Connecticut
(12/10/2012)

Connecticut
(6/26/2024)

District of Columbia
(6/26/2024)

IAR

Florida
(1/2/2013)

Florida
(6/26/2024)

Idaho
(8/8/2024)

Indiana
(2/6/2025)

Maine
(6/26/2024)

Massachusetts
(6/26/2024)

Nevada
(6/26/2024)

New Hampshire
(6/26/2024)

New Mexico
(6/26/2024)

New York
(6/26/2024)

Pennsylvania
(6/26/2024)

Rhode Island
(6/26/2024)

Texas
(6/26/2024)

Vermont
(6/26/2024)

Wisconsin
(6/26/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COMPASS ROSE STRATEGIC PARTNERS LLC

COMPASS ROSE STRATEGIC PARTNERS LLC | FAIRLEAD WEALTH MANAGEMENT, LLC

CRD#: 165043 / SEC#:

Connecticut

Registered Investment Advisory firm - (10/12/2012 Approved)

Florida

Registered Investment Advisory firm - (1/2/2013 Approved)

Texas

Registered Investment Advisory firm - (5/14/2014 Conditional Restricted)

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Contact information

Main Address

426 Boston Post Road Suite A, Waterford, CT 06385

Mailing Address

Phone number

(860) 437-7600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	372
AUM (Assets Under Management)	$ 86,873,477

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.

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Lynn T. Cravinho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Theresa Cravinho's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS ROSE STRATEGIC PARTNERS LLC

VANDERBILT SECURITIES, LLC

TRIAD ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2008

FINRA

Current Firm

COMPASS ROSE STRATEGIC PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPASS ROSE STRATEGIC PARTNERS LLC

TRUST BUT VERIFY

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