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Assistant Vice President · Lynch & Associates

Joseph O Berry

CRD 7427853 · Named on Form ADV at one SEC-registered adviser

At a glance

Lynch & Associates, an SEC-registered wealth manager based in Newburgh, IN with $831 million in regulatory assets, lists Joseph O Berry on its Form ADV as Assistant Vice President.

Firms and roles

  • Lynch & AssociatesAssistant Vice PresidentWealth manager · Newburgh, IN · $831M in regulatory assets

AtlasMembers

Joseph’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 the firm
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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

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