Kyle
Lynch

Equitable Advisors, LLC

CRD#6228333
Investment Advisor
in Dallas, TX

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About this Advisor

Kyle Lynch is a financial advisor working in Dallas, Texas, who has 8 years of relevant experience. Lynch is currently employed by Equitable Advisors, LLC. The advisor has gained experience at Axa Advisors, LLC, David Means and Equitable Advisors, LLC. Lynch maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, California, Georgia, Louisiana, Oklahoma and Texas. Equitable Advisors, LLC is a company that has its headquarters in New York, NY. It has offices in 885 locations and a total of 5,251 employees. It has $25 billion in assets across its 75,222 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 177 charities and foundations. Of its 75,222 client accounts, 42% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a number of services, such as 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. Financial advisory fee schedules largely vary depending on which services are offered. However, fee types billed by Equitable Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 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, Hourly Charges, Fixed Fees

Office Location

12377 Merit Drive Suite 1500
Dallas, TX 75251

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

TX Average: $7,464,549,021
Total Number of Employees

5,251

TX Average: 88
Total Number of Accounts

75,222

TX Average: 3,892
Average Account Size

$326,438

TX Average: $1,917,921

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

Kyle Lynch Work History

Kyle has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

David Means

2013 - Present (11 years)

Equitable Advisors, LLC

2013 - 2020 (7 years)

Axa Advisors, LLC

*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 Kyle 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 Equitable Advisors, LLC

Brian Kelly
Houston, TX
Delawar Roashan
New York, NY
Matthew Chirico
Stamford, CT
Sean Dambaugh
Mount Pleasant, SC
Karan Mirchandani
New York, NY
Alex Osmond
Golden, CO
William Sorrentino
Edison, NJ
Steven South
Selma, AL

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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