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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)19 years in industry

BRIAN LYNCH

Advisor at KATHMERE CAPITAL MANAGEMENT, LLC

WAYNE, PA

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Search this name across graphsid dfx:ria:8b05ab5a-6624-eb96-72d4-4f75c8174331

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KATHMERE CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Aug 30, 2007
First registration: Apr 1, 2011
Dual registered: yes, broker-dealer
Other names: BRIAN MICHAEL LYNCH
IAPD individual key: 5373972

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KATHMERE CAPITAL MANAGEMENT, LLC	Independent wealth	Oct 1, 2019	n/a	yes	WAYNE, PA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 21, 2018	Oct 9, 2019	no	KING OF PRUSSIA, PA	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	May 3, 2016	Oct 1, 2019	no	KING OF PRUSSIA, PA\|MORRISTOWN, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Mar 23, 2012	May 13, 2016	no	Mount Laurel, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 1, 2011	Apr 2, 2012	no	MT. LAUREL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	KATHMERE CAPITAL MANAGEMENT, LLC	Oct 9, 2019	Oct 1, 2019	-8	Firm change	Ibd to new firm
PRIVATE ADVISOR GROUP, LLC	LPL FINANCIAL LLC	Oct 1, 2019	Sep 21, 2018	-375	Firm change after gap	RIA to RIA
MORGAN STANLEY	PRIVATE ADVISOR GROUP, LLC	May 13, 2016	May 3, 2016	-10	Firm change	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Apr 2, 2012	Mar 23, 2012	-10	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ KATHMERE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 1, 2019 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 21, 2018 to Oct 9, 2019factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
May 3, 2016 to Oct 1, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 23, 2012 to May 13, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 1, 2011 to Apr 2, 2012factForm ADV

Dated events

No dated event names this entity yet.