Sarah Lynch has been VP of Operations of Prowell Financial Management since July 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm. Sarah Lynch holds a Bachelor of Science in Finance from the University of Delaware. Sarah Lynch studied at Yale School of Management.
Prowell Financial Management, LLC is an Exton, PA firm with $6.86B under management, 74 clients and 3 advisers across 2 offices, as of its September 2026 filing.
- – present · 2 yearsExton, PA · Adviser representative · Firm CRD 281762
Professional designations
Listed by Prowell Financial Management
- Certified Investment Management Analyst (CIMA)
Investment adviser representative registrations
Sarah Lynch is registered as an investment adviser representative in Pennsylvania, since March 2024.
- PennsylvaniaSince 6 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Cook Lynch
- CRD
- 7768882
- Firm
- Prowell Financial Management · CRD 281762
- Role
- VP of Operations
- Office
- 717 CONSTITUTION DRIVE, SUITE 102, Exton, PA 19341
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prowell-financial.com
Where does Sarah Lynch work?
Sarah Lynch has been VP of Operations of Prowell Financial Management, LLC since July 2023.
Is Sarah Lynch a financial advisor?
Yes. Sarah Lynch has a current investment-adviser registration in Pennsylvania, through Prowell Financial Management since March 2024.
How many years of experience does Sarah Lynch have?
Sarah Lynch has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Sarah Lynch passed?
Sarah Lynch passed the Series 65 in March 2024.
Where is Sarah Lynch based?
Sarah Lynch’s registered office is in Exton, PA.
Is Sarah Lynch registered with FINRA?
No. Sarah Lynch has no current broker registration.
How can I verify Sarah Lynch’s record?
Search CRD 7768882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Lynch’s full registration record.