KL
Kelly A. Lynch
ARCADIA WEALTH MANAGEMENT
Smithtown, NY 11787
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CRD#: 7709711
KL
Professional summary
Kelly Ann Lynch is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT located in Smithtown, New York.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kelly has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Ann 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®
NoneExperience
Current
March 20, 2023 - Present
ARCADIA WEALTH MANAGEMENT
Office #1: 10 Edgewood Avenue, Smithtown, NY 11787RIA
CRD#: 165504
Smithtown, NY
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".
ARCADIA WEALTH MANAGEMENT
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
CRD#: 165504 / SEC#: 801-77175
RIA
Registered Investment Advisory firm - (9/25/2012 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.Highlighted states indicate IAR registrations
IAR
New York(3/20/2023)
Exams
Current Firm
ARCADIA WEALTH MANAGEMENT
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
CRD#: 165504 / SEC#: 801-77175
RIA
Registered Investment Advisory firm - (9/25/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Edgewood Avenue, Smithtown, NY 11787
Mailing Address
Phone number
(631) 549-5400
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 898 |
| AUM (Assets Under Management) | $ 309,319,538 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/04/2025 | ||
| 07/08/2024 | ||
| 08/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
