Lynn S. Verrilli

AFFINITY FINANCIAL SOLUTIONS

Trumbull, CT

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CRD#: 5710455

Professional summary

Lynn S. Verrilli, who also goes by Lynn Susan Chalghin, Lynn Susan Dolyak, Lynn S. Verrilli Mrs., is a registered financial advisor currently at AFFINITY FINANCIAL SOLUTIONS, LLC located in Trumbull, Connecticut and FAIRPORT CAPITAL, INC. located in Scottsdale, Arizona.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lynn has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn Susan Chalghin | Lynn Susan Dolyak | Lynn S. Verrilli Mrs.

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.

ADVANCED COLLEGE FUNDING SOLUTIONS, LLC I AM THE SOLE PROPRIETOR. THIS BUSINESS IS NOT INVESTMENT RELATED. WE PROVIDE COLLEGE PREP SERVICE, ACT/SAT PREP, SCHOLARSHIP AND GRANT SVCS, COLLEGE SEARCH, CAREER COUNSELING. THE BUSINESS WAS STARTED IN OCTOBER, 2013. I DEVOTE APPROXIMATELY 50% OF MY TIME TO THIS BUSINESS. AFFINITY FINANCIAL SOLUTIONS,LLC.INVESTMENT RELATED. 4371 MADISON AVE. TRUMBULL, CT 06611.OWNER. START DATE JULY 2014. REGISTERED INVESTMENT ADVISOR. 50% OF WORK WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn S. Verrilli'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

October 15, 2014 - Present

AFFINITY FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 171469

Trumbull, CT

Current

October 30, 2009 - Present

FAIRPORT CAPITAL, INC.

Office #1: 9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

CRD#: 15034

Scottsdale, AZ

Past

April 24, 2014 - November 14, 2014

ADVANCED INVESTMENT STRATEGIES, LTD.

RIA

CRD#: 125530

TRUMBULL, 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

Connecticut
(12/1/2009)

IAR

Connecticut
(10/15/2014)

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 65

Date: 4/23/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/29/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AFFINITY FINANCIAL SOLUTIONS, LLC

ADVANCED COLLEGE FUNDING SOLUTIONS, LLC | AFFINITY FINANCIAL SOLUTIONS, LLC

CRD#: 171469 / SEC#:

Connecticut

Registered Investment Advisory firm - (10/15/2014 Approved)

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Contact information

Main Address

Shelton, CT

Mailing Address

Phone number

(203) 261-3418

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 4,713,530

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lynn S. Verrilli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn S. Verrilli's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFINITY FINANCIAL SOLUTIONS, LLC

FAIRPORT CAPITAL, INC.

ADVANCED INVESTMENT STRATEGIES, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/2014

Series 63

Date: 11/30/2009

SIE

Date: 10/1/2018

Series 6

Date: 10/29/2009

FINRA

Current Firm

AFFINITY FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AFFINITY FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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