Kyle Lynch has been an investment adviser representative at Steve Lynch Wealth Management since February 2019, and is not listed among the firm’s executive officers or direct owners. Kyle Lynch studied at New Mexico Military Institute and the University of Nevada-Las Vegas.
Steve Lynch Wealth Management is an Albuquerque, NM firm with $153M under management, 727 clients and 2 advisers in one office, as of its April 2026 filing.
Kyle K. Lynch is Investment Advisor Representative of Steve Lynch Wealth Management, where he guides individuals, families and businesses through their financial journeys. Lynch has served in the Army National Guard since 2009 and is an officer in the New Mexico Army National Guard.
- – present · 7 yearsAlbuquerque, NM · Adviser representative · Firm CRD 113715
Investment adviser representative registrations
Kyle Lynch is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is Texas, in May 2024.
- New MexicoSince 21 February 2019
- TexasSince 30 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 31 December 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 December 2017 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Kristopher Lynch
- CRD
- 6522256
- Firm
- Steve Lynch Wealth Management · CRD 113715
- Office
- 6605 UPTOWN BLVD NE, STE 330, Albuquerque, NM 87110
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- stevelynchwealth.com
Where does Kyle Lynch work?
Kyle Lynch is an investment adviser representative registered through Steve Lynch Wealth Management since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Lynch a financial advisor?
Yes. Kyle Lynch has a current investment-adviser registration in New Mexico and Texas, through Steve Lynch Wealth Management since February 2019.
How many years of experience does Kyle Lynch have?
Kyle Lynch has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Kyle Lynch passed?
Kyle Lynch has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in December 2017. FINRA credited Kyle Lynch with the SIE, which began in October 2018.
Where is Kyle Lynch based?
Kyle Lynch’s registered office is in Albuquerque, NM.
Is Kyle Lynch registered with FINRA?
Yes. Kyle Lynch has a current broker registration, under CRD 6522256.
Source: FINRA BrokerCheck
How can I verify Kyle Lynch’s record?
Search CRD 6522256 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Lynch’s full registration record.
