Kelly Ann Lynch
Investment adviser representative at Arcadia Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$383.6MFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- Arcadia Wealth ManagementJul 2019 to now
- StudentSep 2012 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arcadia Wealth Management
Legal name: Arcadia Wealth Management, Inc.
$383.6MAssets managed
275Clients
3Advisers
14 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
- 7709711
- Firm CRD
- 165504