DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

LYNN MARIE BIANCO

Advisor at THEPARTNERS WEALTH MANAGEMENT

Pittsford, NY | CARMEL BY THE SEA, CA

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:fef79236-d390-485f-a34b-a8fef02f5050

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 17, 2007 to Sep 15, 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: THEPARTNERS WEALTH MANAGEMENT
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: Sep 3, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Sep 3, 1992
First registration: Jan 17, 2007
Dual registered: yes, broker-dealer
Other names: LYNN M BIANCO
IAPD individual key: 2215007

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
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Jun 26, 2025	n/a	yes	Pittsford, NY\|CARMEL BY THE SEA, CA	Current employment
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 12, 2024	Jun 30, 2025	no	Pittsford, NY\|ATLANTA, GA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	Oct 11, 2024	no	PITTSFORD, NY\|ROCHESTER, NY\|SCOTTSDALE, AZ	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Jan 17, 2007	Oct 11, 2024	no	HOLBROOK, NY	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
OSAIC ADVISORY SERVICES, LLC	THEPARTNERS WEALTH MANAGEMENT	Jun 30, 2025	Jun 26, 2025	-4	Firm change	Ibd to RIA
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
OSAIC WEALTH, INC.	OSAIC ADVISORY SERVICES, LLC	Oct 11, 2024	Oct 12, 2024	1	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 26, 2025 to presentfactForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 12, 2024 to Jun 30, 2025factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Jan 17, 2007 to Oct 11, 2024factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to Oct 11, 2024factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
Lynn Marie Bianco left Osaic Advisory Services, Llc for Thepartners Wealth Management (registered 2025-06-26)
Form ADVobserved 6 days ago
Occurred
Oct 11, 2024
Advisor changed firm
Lynn Marie Bianco left Osaic Wealth, Inc. for Osaic Advisory Services, Llc (registered 2024-10-12)
Form ADVobserved 6 days ago