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Kevin Lynyak

Investment adviser representative at Parametric Portfolio Associates
22 yearsExperience
1 stateRegistered in
$684.8BFirm assets
25 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Parametric Portfolio AssociatesMar 2024 to now
  2. Eaton Vance Distributors, Inc.Jun 2023 to now
  3. Morgan Stanley Distribution, Inc.Dec 2020 to May 2023
  4. Morgan Stanley Investment Management Inc.Dec 2020 to May 2023
  5. Morgan Stanley Smith Barney LLCOct 2013 to Dec 2020
  6. Morgan Stanley & Co. LLCJun 2004 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (CT).

Parametric Portfolio Associates

Legal name: Parametric Portfolio Associates LLC

$684.8BAssets managed
240,290Clients
7Advisers
25 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
2685731
Firm CRD
114310
Advisor's SEC record (opens in a new tab)
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