Kieran J Lynch
Investment adviser representative at Citizens Private Wealth
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$16.6BFirm assets
Are you Kieran J Lynch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Citizens Private WealthApr 2025 to now
- Citizens Securities, Inc.Apr 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Jan 2025
- J.P. Morgan Securities LLCSep 2023 to Jan 2025
- First Republic Investment Management, Inc.Aug 2019 to Oct 2023
- First Republic Securities Company, LLCAug 2019 to Oct 2023
- UBS Financial Services Inc.Feb 2006 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2031471
- Firm CRD
- 106743