Thomas Daniel Lynch
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCSep 2020 to now
- UnemployedJun 2020 to Sep 2020
- Clearedge Partners LLCJun 2019 to Aug 2019
- Ymca Camp ConistonJun 2018 to Aug 2018
- Rosegrove Capital Management LLCMay 2018 to Jun 2018
- Tulane Athletic FacilityNov 2017 to Mar 2020
- Ymca Camp ConistonJun 2017 to Aug 2017
- Tulane UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7287998
- Firm CRD
- 6627