Bernard J. Lynch

GOODMAN ADVISORY GROUP

NEEDHAM, MA 02494

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CRD#: 5764980

Professional summary

Bernard John Lynch III, who also goes by Bernie John Lynch III, Bernie John Lynch, Bernard John Lynch III, Bernard John Lynch, is a registered financial advisor currently at GOODMAN ADVISORY GROUP, LLC located in Needham, Massachusetts and LPL FINANCIAL LLC located in Needham, Massachusetts.

Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Bernard has worked at 11 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bernie John Lynch Iii | Bernie John Lynch | Bernard John Lynch Iii | Bernard John Lynch

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)03/05/2025 - GOODMAN ADVISORY GROUP, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/03/2025 2)07/01/2025 - Goodman Advisory Group LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 03/05/2025 - 160 Hrs per month 130 hr during trading. I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard John Lynch III'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

September 9, 2025 - Present

GOODMAN ADVISORY GROUP, LLC

Office #1: 160 Gould St Suite 102, Needham, MA 02494

RIA

CRD#: 285637

NEEDHAM, MA

Current

March 5, 2025 - Present

LPL FINANCIAL LLC

Office #1: 160 Gould St Ste 102, Needham, MA 02494

RIA

CRD#: 6413

NEEDHAM, MA

Past

July 9, 2024 - April 7, 2025

ARCADIA WEALTH MANAGEMENT, LLC

RIA

CRD#: 284925

Andover, MA

Past

February 16, 2024 - June 11, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

January 18, 2024 - June 11, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

April 30, 2018 - August 21, 2018

SHP WEALTH MANAGEMENT, LLC

RIA

CRD#: 174697

PLYMOUTH, MA

Past

November 3, 2016 - November 8, 2017

PEOPLE'S SECURITIES, INC.

RIA

CRD#: 13704

New York, NY

Past

November 2, 2016 - November 8, 2017

PEOPLE'S SECURITIES, INC.

CRD#: 13704

New York, NY

Past

December 28, 2015 - November 29, 2016

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

Past

December 23, 2015 - November 29, 2016

GFA SECURITIES, LLC

CRD#: 128568

NEW YORK, NY

Past

August 4, 2015 - November 24, 2015

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

NEEDHAM, MA

Past

December 4, 2014 - November 24, 2015

SANDERS MORRIS LLC

CRD#: 20580

NEEDHAM, MA

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".

GOODMAN ADVISORY GROUP, LLC

CRD#: 285637 / SEC#: 801-108671

RIA

Registered Investment Advisory firm - (11/18/2016 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.

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

Massachusetts
(3/5/2025)

IAR

Massachusetts
(9/9/2025)

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

Series 63

Date: 1/30/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/10/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/18/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/5/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GOODMAN ADVISORY GROUP, LLC

CRD#: 285637 / SEC#: 801-108671

RIA

Registered Investment Advisory firm - (11/18/2016 Approved)

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Contact information

Main Address

160 Gould St Suite 102, Needham, MA 02494

Mailing Address

Phone number

(781) 559-0320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOODMAN ADVISORY GROUP DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (5/5/2025)

Regulatory assets under management

Total Number of Accounts	817
AUM (Assets Under Management)	$ 370,433,857

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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Advisor Monitoring

Firm Stability Insights

Bernard J. Lynch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard John Lynch III's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

ARCADIA WEALTH MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

SHP WEALTH MANAGEMENT, LLC

PEOPLE'S SECURITIES, INC.

PEOPLE'S SECURITIES, INC.

GERSTEIN FISHER

GFA SECURITIES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

Primary Firm SEC Registration

GOODMAN ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/30/2024

Series 66

Date: 7/10/2015

Series 7TO

Date: 1/18/2024

SIE

Date: 12/5/2023

Series 7

Date: 12/4/2014

FINRA

Current Firm

GOODMAN ADVISORY GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOODMAN ADVISORY GROUP, LLC

TRUST BUT VERIFY

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