Matthew Lynch

CRD 2282140 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Matthew Ian Lynch

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
Redmond, WA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Redmond, WA · BD capacity

Oct 19, 2023 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 17, 2024 → Mar 31, 2025
Insperex LLC
BD capacity

Jul 1, 2021 → Feb 2, 2023
280 Securities LLC
BD capacity

Jul 11, 2019 → Jul 12, 2021
Brean Capital, LLC
BD capacity

Aug 19, 2015 → Mar 20, 2019
D.A. Davidson & Co.
BD capacity

Aug 27, 2012 → Aug 10, 2015
Sterne, Agee & Leach, Inc.
BD capacity

Feb 16, 2011 → Sep 7, 2012
Raymond James & Associates, Inc.
BD capacity

Sep 6, 2000 → Feb 24, 2011
Seattle-Northwest Securities Corporation
BD capacity

Nov 3, 1993 → Sep 6, 2000
Seafirst Investment Services, Inc.
BD capacity

Oct 26, 1992 → Oct 28, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2282140 ↗ FINRA BrokerCheck record for CRD 2282140 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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