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LYNNLEIGH & COMPANY, LLC

PITTSFORD, NY · CRD 285044 · IAPD ↗ · (585) 623-5970

$161.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2024 — LYNNLEIGH & COMPANY, LLC notice-filed in FL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — LYNNLEIGH & COMPANY, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.