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Chief Compliance Officer · Monograph Wealth Advisors, LLC

Debra B. Lynch

CRD 4636647 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Monograph Wealth Advisors, LLC, an SEC-registered wealth manager based in Manhattan Beach, CA with $3.2 billion in regulatory assets, lists Debra B. Lynch on its Form ADV as Chief Compliance Officer. The SEC filings also name Debra at 3 other registered advisers.

Firms and roles

AtlasMembers

Debra’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (18)

13 more people named with Debra on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Debra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.