Renea Lombardi
Professional Summary
Renea Lombardi is a registered financial advisor currently at LYNCH & ASSOCIATES located in Boston, Massachusetts. Renea is registered as a RR (Registered Representative) and started their career in finance in 2024. Renea has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/15/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Renea Lombardi's CRS (Customer Relationship Summary).
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