Clinton
Lynch

Congress Wealth Management LLC

CRD#5081294
Investment Advisor
in Boston, MA

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About this Advisor

Clinton Lynch is a certified financial planner working in Boston, Massachusetts with 3 years of industry experience. Lynch is currently employed by Congress Wealth Management LLC. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Landlord, Apexium Financial and Congress Wealth Management LLC. Lynch has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Congress Wealth Management LLC is a business operating out of Boston, MA. It has offices in 10 locations and a total of 70 people on staff. It administers $5 billion in assets under management between its 10,485 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 10,485 customer accounts, 56% belong to high-net-worth clients who have greater than $1 million in investable assets. Congress Wealth Management LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the financial services. Fee types charged by Congress Wealth Management LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 Seaport Blvd 3Rd Floor
Boston, MA 02210

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Congress Wealth Management LLC Brokerage Details

Total Assets Under Management

$5,144,514,705

MA Average: $16,012,751,954
Total Number of Employees

70

MA Average: 118
Total Number of Accounts

10,485

MA Average: 4,567
Average Account Size

$490,655

MA Average: $3,506,186

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
  • Pension consulting services
  • Selection of other advisers

Clinton Lynch Work History

Clinton has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Congress Wealth Management LLC

2019 - 2020 (1 year)

Apexium Financial

2013 - 2018 (5 years)

Charles Schwab & Co., Inc

2013 - 2018 (5 years)

Charles Schwab Bank

2013 - 2014 (1 year)

Landlord

*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 Clinton Lynch 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 Congress Wealth Management LLC

Lauren Manning
Boston, MA
John Berry
Boston, MA
Clinton Lynch
Boston, MA
Peter Flournoy
Boston, MA
Christine Lawless
Boston, MA
Stephen Wright
Miami, FL
Christopher Bleuher
Avila Beach, CA
Joshua Rivers
Columbia, MD

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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