Austin
Lynch
Pathstone
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About this Advisor
Austin Lynch is a certified financial planner operating out of Englewood, New Jersey with 1 year of industry experience. Lynch is currently employed by Pathstone. Throughout their career, Lynch has worked at Wells Fargo, Point Oak Retirement Advisors, Pathstone, University Of Virginia and Bishop O'Connell High School. Lynch is approved to operate in Maryland. Pathstone is a firm headquartered in Englewood, NJ. The firm has offices in 15 locations and a total of 297 people on staff. It oversees $25 billion in total assets among its 18,943 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 49 charitable organizations. Of its 18,943 client accounts, 77% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pathstone performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on the financial services offered. Fees charged by Pathstone most likely consist of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Austin Lynch Work History
Austin has been registered as a financial advisor for 1 years.*
Pathstone
Pathstone
Point Oak Retirement Advisors
Wells Fargo
University Of Virginia
Bishop O'Connell High School
*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 Austin 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 Pathstone
Englewood, NJ
Winter Park, FL
Englewood, NJ
Seattle, WA
Englewood, NJ
Winter Park, FL
Bellevue, WA
Englewood, NJ
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.
