Aina Moliner I Serra

LYNX INVESTMENT ADVISORY

Washington, DC 20036

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CRD#: 7954136

Professional summary

Aina Moliner I Serra, who also goes by Aina Moliner, is a registered financial advisor currently at LYNX INVESTMENT ADVISORY, LLC located in Washington, District Of Columbia.

Aina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aina has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aina Moliner

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 Aina Moliner I Serra'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

August 27, 2024 - Present

LYNX INVESTMENT ADVISORY, LLC

Office #1: 1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036

RIA

CRD#: 111814

Washington, DC

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".

LYNX INVESTMENT ADVISORY, LLC

LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA

Registered Investment Advisory firm - (10/17/1997 Approved)

California

Registered Investment Advisory firm - (8/28/2001 Cancelled)

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

District of Columbia
(8/27/2024)

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: 7/19/2024

Uniform Investment Adviser Law Examination

Current Firm

LYNX INVESTMENT ADVISORY, LLC

LEPERCQ LYNX INVESTMENT ADVISORY LLC | LYNX INVESTMENT ADVISORY,LLC | LYNX INVESTMENT ADVISORY, LLC

CRD#: 111814 / SEC#: 801-54969

RIA

Registered Investment Advisory firm - (10/17/1997 Approved)

California

Registered Investment Advisory firm - (8/28/2001 Cancelled)

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Contact information

Main Address

1100 Connecticut Avenue, Nw Suite 300, Washington, DC 20036

Mailing Address

Phone number

(202) 833-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LYNX INVESTMENT ADVISORY FORM ADV PART 2A - MARCH 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 1,303,950,138

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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Aina Moliner I Serra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aina Moliner I Serra's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNX INVESTMENT ADVISORY, LLC

Primary Firm SEC Registration

LYNX INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2024

Current Firm

LYNX INVESTMENT ADVISORY, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LYNX INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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