Stephen Lynch has been President and CCO of Steve Lynch Wealth Management since June 1995, is a control person of the firm and directly owns 75% or more of it. Stephen Lynch holds a Harvard University Executive Program. Stephen Lynch studied at New Mexico Military Institute and Texas Tech University.
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.
Stephen C. Lynch is President of Steve Lynch Wealth Management. Lynch has worked in finance for 35+ years and has served as an Army National Guard and Reservist Company Commander in Operation Desert Shield.
- – present · 16 yearsAlbuquerque, NM · Adviser representative · Firm CRD 113715
- – · under a yearAlbuquerque, NM · Adviser representative · Firm CRD 113715
Professional designations
Listed by Steve Lynch Wealth Management
- CFP®
Investment adviser representative registrations
Stephen Lynch is registered as an investment adviser representative in 2 states. The first approvals date from February 2010; the most recent is New Mexico, in March 2010.
- New MexicoSince 8 March 2010
- TexasSince 25 February 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 27 April 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Charles Lynch
- CRD
- 1479879
- Firm
- Steve Lynch Wealth Management · CRD 113715
- Role
- President and CCO
- Office
- 6605 UPTOWN BLVD. NE, SUITE 370, Albuquerque, NM 87110
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- stevelynchwealth.com
Where does Stephen Lynch work?
Stephen Lynch has been President and CCO of Steve Lynch Wealth Management since June 1995, and is a control person of the firm.
Is Stephen Lynch a financial advisor?
Yes. Stephen Lynch has a current investment-adviser registration in New Mexico and Texas, through Steve Lynch Wealth Management since February 2010.
How many years of experience does Stephen Lynch have?
Stephen Lynch has 40 years in the financial industry, since May 1986, across 1 adviser firm.
What exams has Stephen Lynch passed?
Stephen Lynch has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in April 1986. FINRA credited Stephen Lynch with the SIE, which began in October 2018.
Where is Stephen Lynch based?
Stephen Lynch’s registered office is in Albuquerque, NM.
Is Stephen Lynch registered with FINRA?
Yes. Stephen Lynch has a current broker registration, under CRD 1479879.
Source: FINRA BrokerCheck
Is Stephen Lynch a CFP?
Steve Lynch Wealth Management lists Stephen Lynch with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Stephen Lynch’s record?
Search CRD 1479879 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen Lynch’s full registration record.