Lynsey
Goldstein

Syntrinsic Investment Counsel, LLC

CRD#6852164
Investment Advisor
in Denver, CO

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About this Advisor

Lynsey Goldstein is a financial advisor working in Denver, Colorado with 2 years of relevant experience. Goldstein works at Syntrinsic Investment Counsel, LLC. Over the course of their career, they have held roles at Broadridge Businesss Process Outsourcing, LLC, Ann Taylor Loft, Colorado Rockies Baseball Club, University Of Arizona and Syntrinsic Investment Counsel, LLC. Goldstein has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Colorado. Syntrinsic Investment Counsel, LLC is an advisory firm based in Denver, CO. It administers $2 billion in assets between its 438 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 52 charities and foundations. Of its 438 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on which services are offered. Fees billed by Syntrinsic Investment Counsel, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3840 York Street Suite 100
Denver, CO 80205-3536

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Syntrinsic Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$1,574,772,879

CO Average: $2,349,664,866
Total Number of Employees

14

CO Average: 28
Total Number of Accounts

438

CO Average: 1,101
Average Account Size

$3,595,372

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lynsey Goldstein Work History

Lynsey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Syntrinsic Investment Counsel, LLC

2017 - 2021 (4 years)

Broadridge Businesss Process Outsourcing, LLC

2015 - 2017 (2 years)

Colorado Rockies Baseball Club

2014 - 2017 (3 years)

Ann Taylor Loft

2011 - 2014 (3 years)

University Of Arizona

2010 - 2014 (4 years)

University Of Arizona

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lynsey Goldstein 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 Syntrinsic Investment Counsel, LLC

Akasha Absher
Denver, CO
Eric Burton
Saratoga Springs, UT
Efrata Kirose
Denver, CO
Rachel Martin
Denver, CO
Dat Le
Denver, CO
Lynsey Goldstein
Denver, CO
Anna Todorova
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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