Investment adviser representative · Compound Planning, Inc.
Shannon Lynch
CRD 5858982 · New York, NY
At a glance
Shannon Lynch is an investment adviser representative with Compound Planning, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shannon’s SEC record dates to 2011, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Compound Planning, Inc.Since June 2024New York, NY · $4.8B in regulatory assets
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shannon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Compound Planning, Inc.
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- Dylan ClarkNew York
- Adam B. ColemanNew York · Certified Financial Planner
- Stephen O. Dean IIINew York · Chartered Financial Analyst
- Howard L. DingleNew York
- Gabriel E. GarciaNew York
- Nicholas G. GarciaNew York
- Tony R. GoldenNew York
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