Ryan
Lynsky

Acrylic Financial, Inc

CRD#6914045
Investment Advisor
in Fountain Hills, AZ

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About this Advisor

Ryan Lynsky is a financial advisor based in Fountain Hills, Arizona, working with Acrylic Financial, Inc. Ryan has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Align Spa, Rl Holistics, Deer Valley Ski Resort- Grocery Cafe, Kelly Services- Vitamix, Sofi Securities LLC, Sofi Wealth LLC, and Acrylic Financial, LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Ryan is part of Acrylic Financial, Inc, which operates out of Fountain Hills, Arizona. The firm has 20 offices and 21 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Acrylic Financial, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

16930 East Palisades Blvd. Suite 100-C
Fountain Hills, AZ 85268

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Acrylic Financial, Inc Brokerage Details

Total Assets Under Management

$84,168,360

AZ Average: $1,555,372,352
Total Number of Employees

21

AZ Average: 37
Total Number of Accounts

463

AZ Average: 1,370
Average Account Size

$181,789

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ryan Lynsky Work History

2024 - Present (0 year)

Acrylic Financial, LLC

2021 - Present (3 years)

Sofi Securities LLC

2021 - Present (3 years)

Sofi Wealth LLC

2013 - Present (11 years)

Align Spa

2013 - Present (11 years)

Rl Holistics

2018 - 2021 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2021 (5 years)

Wells Fargo Bank, Na

2015 - 2016 (1 year)

Kelly Services- Vitamix

2013 - 2015 (2 years)

Deer Valley Ski Resort- Grocery Cafe

Disclosures

Please visit the SEC profile of Ryan Lynsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acrylic Financial, Inc

Michael Parker
Fountain Hills, AZ
Ryan Lynsky
Fountain Hills, AZ
Scott Mclaine
Fountain Hills, AZ
Joseph Puetz
Elkhorn, NE
Marina Deering
Traverse City, MI
Patrick Gierke
Crystal Lake, IL
Alan Chu
Fountain Hills, AZ
Carrie Mikell
Lehi, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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