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Lynn Marie Hobson

BNY Advisors

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About Lynn Marie Hobson

Lynn Hobson is a registered investment advisor representative at BNY Advisors. Lynn has been in the industry since at least December 2008 and has a Series 65 license and the SIE exam. Lynn's firm, BNY Advisors, has approximately $19.7 billion in regulatory assets under management. The firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Lynn has a strong record of working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Lynn Hobson is currently registered with BNY Advisors. BNY Advisors, based in Pennington, NJ, is an investment advisor with over $19.7 billion in regulatory assets under management. The firm offers a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. BNY Advisors also provides mutual fund screening and model portfolio delivery services. Their client base includes individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
BNY Advisors

1800 AMERICAN BLVD.

PENNINGTON, NJ 08534

$19.69B

Assets Under Management

23

Total Clients

27

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund screening, model portfolio delivery

Mutual fund screening, model portfolio delivery

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Asset based fees related to model portfolio delivery

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Lynn Hobson’s Registration & Firm History

NJ

01/12/2009 - Present

BNY Advisors (Pennington NJ)

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Licenses & Designations

IA

Issued 12/03/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynn Marie Hobson.
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