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Chief Compliance Officer and Operations Manager · Lynch Financial Advisors

Manbir S. Chohan

CRD 8034644 · Named on Form ADV at one SEC-registered adviser

At a glance

Lynch Financial Advisors, an SEC-registered wealth manager based in Roseville, CA with $113 million in regulatory assets, lists Manbir S. Chohan on its Form ADV as Chief Compliance Officer and Operations Manager.

Firms and roles

  • Lynch Financial AdvisorsChief Compliance Officer and Operations ManagerWealth manager · Roseville, CA · $113M in regulatory assets

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Manbir’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.

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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 Manbir’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.