EL

Edward Myles Lynch

43 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

Areas of Practice
Investment Management
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Advisor Information

Office location

Orleans, MA

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Settled
Customer Dispute
October 1994
Settled
Customer Dispute
March 1992
Settled
Customer Dispute
November 1991
Settled
Customer Dispute
June 1987
Settled
Other Business Activities

Edward operates under the DBAs DLC Group and Dietz & Lynch Capital for his LPL business. These activities are investment-related and conducted at his reported business location.

Employment History
Current Registrations
Wellth Advisory Services, LLC
October 2025 - Present · 3 mos
LPL Financial LLC
September 2007 - Present · 18 yrs 4 mos
LPL Financial LLC
September 2007 - Present · 18 yrs 4 mos
LPL Financial LLC Broker
September 2007 - Present · 18 yrs 4 mos
Previous Registrations
P.L.A.N.
October 2009 - December 2010 · 1 yr 2 mos
Dietz & Lynch Capital
March 2008 - December 2014 · 6 yrs 9 mos
Wachovia Securities, LLC
October 1999 - September 2007 · 7 yrs 11 mos
Wachovia Securities, LLC Broker
October 1999 - September 2007 · 7 yrs 11 mos
First Union Capital Markets CORP.Broker
March 1999 - October 1999 · 7 mos
Advest, INC.Broker
February 1995 - March 1999 · 4 yrs 1 mo
Prudential Securities IncorporatedBroker
January 1988 - February 1995 · 7 yrs 1 mo
E. F. Hutton & Company INCBroker
April 1983 - May 1988 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1982 - April 1983 · 9 mos
State Registrations26 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.