CHARLES P. LYNCH is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-06-22 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-05-26 | 2021-04-27 | — |
| PNC WEALTH MANAGEMENT | 2017-04-06 | 2017-05-15 | — |
| UBS FINANCIAL SERVICES INC. | 2013-10-21 | 2017-03-24 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2013-03-05 | 2013-08-29 | — |
| PNC WEALTH MANAGEMENT | 2011-10-14 | 2011-12-20 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2006-04-27 | 2011-09-22 | — |