Unclaimed
Adrian Kutko is a financial advisor currently registered with Lynx Investment Advisory, LLC. Adrian has been in the industry since 1989 and holds several licenses including Series 7, Series 63 and Series 65. Adrian is based out of the Washington, DC office. Adrian is a specialist in advisory services such as financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles and selection of other advisors. Adrian's previous employers include Crestar Securities Corporation, Fidelity Brokerage Services, Inc. and F.N. Wolf & Co., Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Performance measurement, asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
01/11/2022 - Present
Lynx Investment Advisory, LLC (WASHINGTON DC)
VA
11/24/1998 - 12/20/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
RI
06/18/1992 - 11/05/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
04/24/1991 - 10/02/1991
F.N. WOLF & CO., INC.
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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