DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

EDWARD MYLES LYNCH

Advisor at WELLTH ADVISORY SERVICES, LLC

SHOREWOOD, IL | Newbury, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3a0e741-9839-596e-a0fb-e1bb91206050

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 1, 1999 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: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 10, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 19
Exams: S65|S63
First exam: Aug 10, 1982
First registration: Oct 1, 1999
Dual registered: yes, broker-dealer
Other names: EDWARD NYLES LYNCH
IAPD individual key: 1058005

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
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Oct 15, 2025	n/a	yes	SHOREWOOD, IL\|Newbury, MA	Current employment
P.L.A.N.	n/a	Oct 23, 2009	Dec 2, 2010	no	BOSTON, MA	Previous registration
DIETZ & LYNCH CAPITAL	n/a	Mar 18, 2008	Dec 31, 2014	no	NEWBURYPORT, MA\|NEWBURY, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 1, 1999	Sep 26, 2007	no	NEWBURYPORT, MA\|NEWBURYPORT, MA	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
DIETZ & LYNCH CAPITAL	P.L.A.N.	Dec 31, 2014	Oct 23, 2009	-1,895	Firm change after gap	Other
P.L.A.N.	WELLTH ADVISORY SERVICES, LLC	Dec 2, 2010	Oct 15, 2025	5,431	Firm change after gap	Other
WELLS FARGO ADVISORS	DIETZ & LYNCH CAPITAL	Sep 26, 2007	Mar 18, 2008	174	Firm change	Other

Relationships

Registered with (4)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ DIETZ & LYNCH CAPITALRegistered adviserregistration: previous registration
Mar 18, 2008 to Dec 31, 2014factForm ADV
→ P.L.A.N.Registered adviserregistration: previous registration
Oct 23, 2009 to Dec 2, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 1, 1999 to Sep 26, 2007factForm ADV

Dated events

No dated event names this entity yet.