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Cullen Lynch

ESL Investment Services, LLC

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About Cullen Lynch

Cullen Lynch is a financial advisor registered with ESL Investment Services, LLC. Cullen Lynch is a registered representative of LPL Financial LLC. Cullen Lynch has been in the financial services industry since 2023. Cullen Lynch is licensed to sell securities in New York.

Firm Information

Cullen Lynch is currently registered with ESL Investment Services, LLC. ESL Investment Services, LLC is a Limited Liability Company formed in New York on April 24, 2001. The firm is registered with the SEC and the state of New York.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cullen Lynch’s Registration & Firm History

NY

06/04/2024 - Present

ESL Investment Services, LLC (ROCHESTER NY)

NY

10/11/2022 - 12/18/2023

EQUITABLE ADVISORS, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BC

Issued 11/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cullen Lynch.
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