Lyndsey Marie Michelsen
Investment Adviser Representative at Lombard Advisers Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lyndsey Marie Michelsen is an investment adviser representative with Lombard Advisers Incorporated in York, PA, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Dec 2021 – Jan 2023Malvern, PA
- Bruster's Ice CreamFeb 2015 – Jun 2017Goldsboro, PA
- DarrencampsJan 2017 – Jun 2017Lewisberry, PA
- West Chester University of PennsylvaniaFeb 2019 – Jun 2019Crawley
- Bonefish GrillJan 2018 – Dec 2022Exton, PA
- Bonefish GrillJun 2017 – Aug 2020Camp Hill, PA
- Red Land High SchoolAug 2013 – Jun 2017Lewisberry, PA
- West Chester University of PennsylvaniaAug 2017 – May 2021West Chester, PA
- Self EmployedJul 2022 – Dec 2022Devon, PA
- Self EmployedJul 2022 – no end date reportedDevon, PA
- Lombard Securities IncorporatedMay 2023 – no end date reportedBaltimore, MD
- Sheraton HotelFeb 2023 – no end date reportedHarrisburg, PA
- Lombard Advisers IncorporatedJun 2026 – no end date reportedBaltimore, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lombard Advisers Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $1,000,0001.70%
- Next $2,000,0001.00%
- Next $7,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Independent and objective investment advice; Financial Professionals recommend products and services based upon knowledge, individual client needs and market conditions.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Baltimore, MD
- SEC file number:
- 801-114981
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Lombard Advisers Incorporated
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lyndsey Marie Michelsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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