AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Michael Joseph Lynch

Michael J. Lynch

LYNCH INVESTMENT PLANNING
NEWTOWN SQUARE, PA 19073
Some features on this profile are disabled
CRD#: 7000512
Michael Joseph Lynch

Professional summary

Michael Joseph Lynch, CFP® is a registered financial advisor currently at LYNCH INVESTMENT PLANNING, LLC located in Newtown Square, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Joseph Lynch'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

September 15, 2018 - Present

LYNCH INVESTMENT PLANNING, LLC

Office #1: 2 Campus Boulevard Suite 106, Newtown Square, PA 19073
RIA
CRD#: 115956
NEWTOWN SQUARE, PA

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 Jersey
(5/7/2021)
IAR
Pennsylvania
(9/15/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2018
Uniform Investment Adviser Law Examination

Current Firm

LI
LYNCH INVESTMENT PLANNING, LLC
JAMES F. LYNCH DBA LYNCH INVESTMENT PLANNING | LYNCH INVESTMENT PLANNING, LLC | LYNCH INVESTMENT PLANNING | JAMES FRANCIS LYNCH

CRD#: 115956 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/28/2021 Approved)
Pennsylvania
Registered Investment Advisory firm - (12/3/2001 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2 Campus Boulevard Suite 106, Newtown Square, PA 19073
Mailing Address
Phone number
(484) 472-8956
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts410
AUM (Assets Under Management)$ 143,250,844

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

LYNCH INVESTMENT PLANNING, LLC

CRD#: 115956Newtown Square, PA 19073

TRUST BUT VERIFY

Monitor Michael Lynch

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lawrence Earl Springer
Lawrence SpringerAdvisorCheck Check Mark
SHERPA CAPITAL MANAGEMENT
IAR
HOCKESSIN, DE
Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.