Steven D. Lynds

GILL CAPITAL PARTNERS

DENVER, CO 80237

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CRD#: 6326010

Professional summary

Steven Davis Lynds, CFP®, ChFC®, CLU®, who also goes by Steven D Lynds, Steven Davis Lynds, Steven Lynds, is a registered financial advisor currently at GILL CAPITAL PARTNERS, LLC located in Denver, Colorado.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven D Lynds | Steven Davis Lynds | Steven Lynds

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.

Kehrli Family LLC; This is a family LLC of a couple of commercial real estate properties in the San Francisco Bay Area; I am a partial owner however all income is passive, 536 Miller Creek Road San Rafael, CA 94903; Start Date: 01/2005; Role/Title: Owner; Inv. Related; 1 Hours/Month, 0 Hours During Securities Trad.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Davis Lynds'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®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

May 9, 2024 - Present

GILL CAPITAL PARTNERS, LLC

Office #1: 4582 S. Ulster St. Suite 1400, Denver, CO 80237

RIA

CRD#: 14559

DENVER, CO

Past

April 3, 2023 - April 23, 2024

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

GREENWOOD VILLAGE, CO

Past

June 2, 2018 - April 3, 2023

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

Denver, CO

Past

June 28, 2016 - May 18, 2018

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

August 20, 2014 - June 9, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

DENVER, CO

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".

GILL CAPITAL PARTNERS, LLC

CRD#: 14559 / SEC#: 801-67301, 8-30563

RIA

Registered Investment Advisory firm - SEC (12/15/2006 Approved)

Colorado

Registered Investment Advisory firm - SEC (1/4/2007 Terminated)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(5/9/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/2/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/26/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/20/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GILL CAPITAL PARTNERS, LLC

CRD#: 14559 / SEC#: 801-67301, 8-30563

RIA

Registered Investment Advisory firm - SEC (12/15/2006 Approved)

Colorado

Registered Investment Advisory firm - SEC (1/4/2007 Terminated)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

4582 S Ulster Street Suite 1400, Denver, CO 80237

Mailing Address

4582 S Ulster Street Suite 1400, Denver, CO 80237

Phone number

(303) 296-6260

Established

Colorado since 01/01/2017

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (11 States and Territories)

FINRA licenses (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

GCP ADV PART 2A BROCHURE 3.31.2025 (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OBW, LLC	MEMBER
O'BRIEN CAPITAL MANAGEMENT, INC.	ELECTED MANAGER
O'BRIEN, JAMES ROBERT	MANAGER	1594632
ROJAS, LESLIE SQUIRES	CHIEF COMPLIANCE OFFICER, FINOP	4046779
WINSLOW, JOHN SHERWOOD	MANAGER	3084607

Regulatory assets under management

Total Number of Accounts	1,594
AUM (Assets Under Management)	$ 790,007,641

Disclosures

Regulatory Event

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

Steven D. Lynds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Davis Lynds's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER ADVISORY GROUP, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

EMPOWER FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

GILL CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2018

Series 63

Date: 11/26/2014

SIE

Date: 5/18/2018

Series 6

Date: 8/20/2014

Current Firm

GILL CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

FINRA licenses (10 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

GILL CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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