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PL

Patrick R. Lynch

OTR GLOBAL LLC
Purchase, NY 10577
Some features on this profile are disabled
CRD#: 7963493
PL

Professional summary

Patrick R Lynch, who also goes by Patrick Robert Lynch, is a registered financial advisor currently at OTR GLOBAL LLC located in Purchase, New York.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick Robert Lynch

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 Patrick R 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®
None

Experience

Current

July 31, 2025 - Present

OTR GLOBAL LLC

Office #1: One Manhattanville Road Suite 105, Purchase, NY 10577
RIA
CRD#: 123809
Purchase, NY
Past

February 4, 2025 - February 28, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CRANFORD, NJ
Past

October 9, 2024 - February 28, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MILLBURN, NJ

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
California
(7/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/30/2024
Securities Industry Essentials Examination

Current Firm

OG
OTR GLOBAL LLC
OFF THE RECORD RESEARCH LLC | OTR GLOBAL LLC

CRD#: 123809 / SEC#:

California
Registered Investment Advisory firm - (5/6/2003 Approved)
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Contact information

Main Address
One Manhattanville Road Suite 105, Purchase, NY 10577
Mailing Address
Phone number
(914) 908-3994
Established
Firm type
Fiscal year end
# of Employees
75

Documents

Latest Form ADV

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

OTR GLOBAL LLC

CRD#: 123809Purchase, NY 10577

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