Lyndsey Michelsen has been an investment adviser representative at Lombard Advisers since June 2026, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
- – present · under a yearYork, PA · Adviser representative · Firm CRD 108231
Investment adviser representative registrations
Lyndsey Michelsen is registered as an investment adviser representative in Pennsylvania, since June 2026.
- PennsylvaniaSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 January 2022 |
| Series 7TO | General Securities Representative Examination | 17 January 2022 |
| SIE | Securities Industry Essentials Examination | 8 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Lyndsey Marie Michelsen
- CRD
- 7418730
- Firm
- Lombard Advisers · CRD 108231
- Office
- 1938 Security Drive, York, PA 17402
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Lyndsey Michelsen work?
Lyndsey Michelsen is an investment adviser representative registered through Lombard Advisers Incorporated since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lyndsey Michelsen a financial advisor?
Yes. Lyndsey Michelsen has a current investment-adviser registration in Pennsylvania, through Lombard Advisers since June 2026.
How many years of experience does Lyndsey Michelsen have?
Lyndsey Michelsen has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Lyndsey Michelsen passed?
Lyndsey Michelsen has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2021.
Where is Lyndsey Michelsen based?
Lyndsey Michelsen’s registered office is in York, PA.
Is Lyndsey Michelsen registered with FINRA?
Yes. Lyndsey Michelsen has a current broker registration, under CRD 7418730.
Source: FINRA BrokerCheck
How can I verify Lyndsey Michelsen’s record?
Search CRD 7418730 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lyndsey Michelsen’s full registration record.