Edward Michael Lynch
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Apr 2025 to now
- Citizens BankApr 2025 to now
- UnemployedNov 2024 to Mar 2025
- PwcAug 2022 to Nov 2024
- CitiJun 2021 to Aug 2021
- Crewcial Partners LLCSep 2020 to Jan 2021
- Animal MansionMay 2019 to May 2021
- Susquehanna UniversityAug 2018 to May 2022
- Newton High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 8077864
- Firm CRD
- 39550