Bernard Lynch has been an investment adviser representative at Goodman Advisory Group since September 2025, and is not listed among the firm’s executive officers or direct owners.
Goodman Advisory Group, LLC is a Needham, MA firm with $415M under management, 380 clients and 6 advisers in one office, as of its March 2026 filing.
Bernard Lynch’s longest registration is the current one, 1 year at Goodman Advisory Group since 2025. Before joining Goodman Advisory Group in 2025, Bernard Lynch was registered through Arcadia Wealth Management, LLC and Fidelity Personal and Workplace Advisors.
- Goodman Advisory Group, LLCCurrent– present · 1 yearNeedham, MA · Adviser representative · Firm CRD 285637
- Arcadia Wealth Management, LLC– · under a yearAndover, MA · Adviser representative · Firm CRD 284925
- Fidelity Personal and Workplace Advisors– · under a yearMerrimack, NH · Adviser representative · Firm CRD 288590
- SHP Wealth Management, LLC– · under a yearPlymouth, MA · Adviser representative · Firm CRD 174697
- People'S Securities, Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 13704
- Gerstein Fisher– · under a yearNew York, NY · Adviser representative · Firm CRD 118551
- Edelman Financial Services LLC– · under a yearNeedham, MA · Adviser representative · Firm CRD 113299
Investment adviser representative registrations
Bernard Lynch is registered as an investment adviser representative in Massachusetts, since September 2025.
- MassachusettsSince 9 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 2024 |
| Series 7TO | General Securities Representative Examination | 18 January 2024 |
| SIE | Securities Industry Essentials Examination | 5 December 2023 |
| Series 66 | Uniform Combined State Law Examination | 10 July 2015 |
| Series 7 | General Securities Representative Examination | 4 December 2014 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bernard John Lynch
- CRD
- 5764980
- Firm
- Goodman Advisory Group · CRD 285637
- Office
- 160 GOULD ST, SUITE 102, Needham, MA 02494
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Bernard Lynch work?
Bernard Lynch is an investment adviser representative registered through Goodman Advisory Group, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bernard Lynch a financial advisor?
Yes. Bernard Lynch has a current investment-adviser registration in Massachusetts, through Goodman Advisory Group since September 2025.
How many years of experience does Bernard Lynch have?
Bernard Lynch has 5 years in the financial industry, since December 2020, across 7 adviser firms.
What exams has Bernard Lynch passed?
Bernard Lynch has passed 5 licensing exams: the Series 7, Series 66, SIE, Series 7TO and Series 63. The earliest, the Series 7, was passed in December 2014.
Where did Bernard Lynch work before Goodman Advisory Group?
Before Goodman Advisory Group, Bernard Lynch was registered through Arcadia Wealth Management, LLC, July 2024 to April 2025; Fidelity Personal and Workplace Advisors, February 2024 to June 2024; SHP Wealth Management, LLC, April 2018 to August 2018; People'S Securities, Inc., November 2016 to November 2017; Gerstein Fisher, December 2015 to November 2016; Edelman Financial Services LLC, August 2015 to November 2015.
Where is Bernard Lynch based?
Bernard Lynch’s registered office is in Needham, MA.
Is Bernard Lynch registered with FINRA?
Yes. Bernard Lynch has a current broker registration, under CRD 5764980.
Source: FINRA BrokerCheck
How can I verify Bernard Lynch’s record?
Search CRD 5764980 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bernard Lynch’s full registration record.
