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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lynyak is an investment advisor representative with Parametric Portfolio Associates. Kevin is a seasoned professional with over 27 years of experience in the industry. Kevin has a broad range of experience, including roles at Morgan Stanley, UBS Securities, and Goldman Sachs. Kevin holds the Series 3, 7, 24, 52, 53, 55, 57, 63, 65, and 79 licenses. Kevin currently provides investment advice for insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
WA
03/25/2024 - Present
Parametric Portfolio Associates (SEATTLE WA)
NY
12/01/2020 - 05/31/2023
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
10/02/2013 - 12/01/2020
MORGAN STANLEY (NEW YORK NY)
NY
06/21/2004 - 07/26/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/06/2004 - 06/28/2004
UBS SECURITIES LLC (NEW YORK NY)
NY
01/03/2001 - 11/14/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/22/1996 - 11/28/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/03/1996
Series 3 - National Commodity Futures Examination
BC
Issued 02/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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