Lynn Marie Bianco
Investment adviser representative at Thepartners Wealth Management
25 yearsExperience
4 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
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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
- Seminars and workshops
Experience
25 years in the industry.
- Pks InvestmentsJul 2025 to now
- Thepartners Wealth ManagementJun 2025 to now
- Osaic Advisory ServicesOct 2024 to Jun 2025
- Osaic Wealth, Inc.Oct 2024 to Jun 2025
- American Portfolios Fincl SvcsSep 2001 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, IL, NY).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 2215007
- Firm CRD
- 314816