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SOUND VIEW FINANCIAL ADVISORS
CRD 154732
128 SCHOOL STREET, WALPOLE, MA, 02081-1802, United States
Phone
508-921-3533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.1M
Discretionary AUM
$50.1M
Team
4 total employees; 3 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $25.3M |
| High net worth individuals | 14 | $24.8M |
All web addresses on file
- http://www.instagram.com/mistylynchcfp
- http://www.Facebook.com/mistylynchcfp
- https://www.linkedin.com/in/mistylynch
- https://mistylynch.com/
- https://www.youtube.com/channel/UCiEwA8Sd8w-Ej6hc-dBe27g
- HTTP://WWW.SOUNDVIEWFINANCIALADVISORS.COM
- HTTP://WWW.SOUNDVIEWFIN.COM
- https://www.linkedin.com/company/sound-view-financial-advisors-llc/
- https://www.facebook.com/soundviewfinancialadvisors?mibextid=LQQJ4d
- http://www.Twitter.com/mistylynchcfp
Official SEC filing: View on IAPD