Michael Lynch has been an investment adviser representative at Castleview Partners since February 2020, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Michael Lynch’s longest registration is the current one, 6 years at Castleview Partners since 2020. Before joining Castleview Partners in 2020, Michael Lynch was registered through Principal Securities, Inc.
- Castleview Partners, LLCCurrent– present · 6 yearsCoral Gables, FL · Adviser representative · Firm CRD 281410
- Principal Securities, Inc.– · 2 yearsCoral Gables, FL · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Michael Lynch is registered as an investment adviser representative in Florida, since February 2020.
- FloridaSince 12 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 March 2017 |
| Series 7 | General Securities Representative Examination | 17 October 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6154692
- Firm
- Castleview Partners · CRD 281410
- Office
- 814 Ponce De Leon Blvd., Suite 500-B, Coral Gables, FL 33134
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Lynch work?
Michael Lynch is an investment adviser representative registered through Castleview Partners, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Michael Lynch a financial advisor?
Yes. Michael Lynch has a current investment-adviser registration in Florida, through Castleview Partners since February 2020.
How many years of experience does Michael Lynch have?
Michael Lynch has 13 years in the financial industry, since March 2013, across 2 adviser firms.
What exams has Michael Lynch passed?
Michael Lynch has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2013. FINRA credited Michael Lynch with the SIE, which began in October 2018.
Where did Michael Lynch work before Castleview Partners?
Before Castleview Partners, Michael Lynch was registered through Principal Securities, Inc., March 2017 to December 2019.
Where is Michael Lynch based?
Michael Lynch’s registered office is in Coral Gables, FL.
Is Michael Lynch registered with FINRA?
Yes. Michael Lynch has a current broker registration, under CRD 6154692.
Source: FINRA BrokerCheck
How can I verify Michael Lynch’s record?
Search CRD 6154692 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Lynch’s full registration record.
