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CLINTON DEAN LYNCH
CLINT LYNCH
CRD#: 5081294
IA
Investment Adviser
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Previous Broker
CW ADVISORS, LLCCRD#: 310873 155 SEAPORT BLVD
3RD FLOOR
BOSTON, MA 02210
Registration History
200620082010201220142016201820202022202420263 FIRMS2012 - 2013 (1 year)IACW ADVISORS, LLC (CRD# 310873)2020 - Present (4 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2013 - 2019 (5 years)BABAX BROKERAGE SERVICES LLC (CRD# 37058)2011 - 2012 (<1 year)BEATON VANCE DISTRIBUTORS, INC. (CRD# 37731)2007 - 2010 (3 years)BBEAR, STEARNS & CO. INC. (CRD# 79)2006 - 2007 (1 year)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2006 - 2006 (<1 year)IACONGRESS WEALTH MANAGEMENT LLC (CRD# 149446)2020 - 2020 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2016 - 2019 (3 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2013 - 2015 (2 years)IAEATON VANCE MANAGEMENT (CRD# 104859)2008 - 2010 (2 years)
License(s)

State Registrations

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Massachusetts 10/21/2020

Current Registration(s)
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CW ADVISORS, LLC (CRD#:310873)
155 SEAPORT BLVD 3RD FLOOR, BOSTON, MA 02210
Registered with this firm since 10/21/2020

Previous Registration(s)
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02/11/2020 - 12/02/2020 CONGRESS WEALTH MANAGEMENT LLC (CRD#:149446) BOSTON, MA
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01/13/2016 - 02/04/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) BURLINGTON, MA
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04/12/2013 - 02/04/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) BURLINGTON, MA
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04/16/2013 - 12/31/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) BURLINGTON, MA
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02/06/2012 - 04/05/2013 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) BURLINGTON, MA
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02/06/2012 - 04/05/2013 TD AMERITRADE, INC. (CRD#:7870) BURLINGTON, MA
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01/30/2012 - 04/05/2013 TD AMERITRADE, INC. (CRD#:7870) BURLINGTON, MA
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03/24/2011 - 02/17/2012 ABAX BROKERAGE SERVICES LLC (CRD#:37058) BOSTON, MA
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10/16/2008 - 11/08/2010 EATON VANCE MANAGEMENT (CRD#:104859) BOSTON, MA
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10/10/2007 - 11/08/2010 EATON VANCE DISTRIBUTORS, INC. (CRD#:37731) BOSTON, MA
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06/13/2006 - 09/26/2007 BEAR, STEARNS & CO. INC. (CRD#:79) BOSTON, MA
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05/09/2006 - 06/29/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) QUINCY, MA
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Broker
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Investment Adviser
Disclosures
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