Thomas Andrew Lynch
Investment adviser representative at Holistic Wealth Advisors
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$278.7MFirm assets
Are you Thomas Andrew 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Holistic Wealth AdvisorsMay 2025 to now
- LPL FinancialMay 2025 to now
- National Life GroupDec 2019 to now
- Equity Service, IncJan 2020 to Apr 2025
- UnemployedOct 2019 to Jan 2020
- Eagle Strategies LLCAug 2019 to Oct 2019
- Nylife Securities LLCAug 2009 to Oct 2019
- New York Life InsuranceNov 2008 to Oct 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Holistic Wealth Advisors
$278.7MAssets managed
656Clients
7Advisers
1 yearIn 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
- 5618996
- Firm CRD
- 332918