Michael Lynch has been Principal of Lynch Financial Advisors since January 2005, is a control person of the firm and directly owns 75% or more of it.
Lynch Financial Advisors, Inc is a Roseville, CA firm with $113M under management, 119 clients and 3 advisers in one office, as of its August 2026 filing.
Mike Lynch is founder of Lynch Financial Advisors. He started advising clients in 2000 in New Jersey and started his own practice in California in 2002. His background includes four years in software business development and 20+ years in financial planning.
Michael Lynch’s longest registration was 7 years at Lynch Financial Advisors (2018–2025). Before joining Lynch Financial Advisors in 2026, Michael Lynch was registered through Farther and Lynch Financial Advisors.
- Lynch Financial AdvisorsCurrent– present · under a yearroseville, CA · Adviser representative · Firm CRD 342560
- Farther– · 1 yearRoseville, CA · Adviser representative · Firm CRD 302050
- Lynch Financial Advisors– · 7 yearsRoseville, CA · Adviser representative · Firm CRD 137094
Investment adviser representative registrations
Michael Lynch is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- CaliforniaSince 18 September 2026
- TexasSince 18 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Scott Lynch
- CRD
- 5062414
- Firm
- Lynch Financial Advisors · CRD 342560
- Role
- Principal
- Office
- 1700 eureka road, suite 155, roseville, CA 95661
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lynchfinancialadvisors.com
Where does Michael Lynch work?
Michael Lynch has been Principal of Lynch Financial Advisors, Inc since January 2005, and is a control person of the firm.
Is Michael Lynch a financial advisor?
Yes. Michael Lynch has a current investment-adviser registration in California and Texas, through Lynch Financial Advisors since September 2026.
How many years of experience does Michael Lynch have?
Michael Lynch has 8 years in the financial industry, since February 2018, across 3 adviser firms.
What exams has Michael Lynch passed?
Michael Lynch passed the Series 65 in May 2002.
Where did Michael Lynch work before Lynch Financial Advisors?
Before Lynch Financial Advisors, Michael Lynch was registered through Farther, January 2025 to September 2026; Lynch Financial Advisors (CRD 137094), February 2018 to March 2025.
Where is Michael Lynch based?
Michael Lynch’s registered office is in roseville, CA.
Is Michael Lynch registered with FINRA?
No. Michael Lynch has no current broker registration.
How can I verify Michael Lynch’s record?
Search CRD 5062414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Lynch’s full registration record.