Michael Lynch
Investment Adviser Representative at Castleview Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Lynch is an investment adviser representative with Castleview Partners, LLC in Coral Gables, FL, where they have been registered since 2020. They have worked in the securities industry since 2013 and were previously registered with Principal Securities, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
5 states and territories
Florida, Georgia, New York, North Carolina, 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.
- Principal LIFE Insurance CompanyDec 2014 – Nov 2019Coral Gables, FL
- Princor Financial Services CorporationDec 2014 – Nov 2019Coral Gables, FL
- Huerta & Lynch LLCJul 2015 – no end date reportedCoral Gables, FL
- Castleview Partners, LLCNov 2019 – no end date reportedCoral Gables, FL
- Kovack Securities, Inc.Nov 2019 – no end date reportedFort Lauderdale, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Castleview Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Castleview offers investment management (liquid assets, alternative assets, private investment, hedging, performance measurement, private and public investments, retirement plans, corporate stock option strategy), insurance (traditional life insurance, buy/sell, key man, estate liquidity, income planning, long term care, captive insurance, asset protection), financial planning, and tax strategies. Through referral partners and existing specialty advisors, the firm also coordinates tax, finance, and legal services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Dallas, TX
- SEC file number:
- 801-106652
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 6, 2026
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Showing 12 of 14 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. Michael Lynch 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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