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Peter Charles Lynch

Investment Adviser Representative at SOUND INCOME STRATEGIES, LLC

Red Bank, NJCRD #2989299Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/16/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/21/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/30/1997
Series 24
General Securities Principal Examination
Passed 5/31/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sound Income Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOUND INCOME STRATEGIES, LLCCurrent
4/24/2026Red Bank, NJ
PROSPERITY CAPITAL ADVISORS
10/15/20194/23/2026Red Bank, NJ
CETERA ADVISORS LLC
8/12/201610/9/2019Red Bank, NJ
VSR ADVISORY SERVICES
6/5/20088/11/2016Red Bank, NJ
QUESTAR ASSET MANAGEMENT, INC.
6/22/20066/9/2008Red Bank, NJ
USALLIANZ SECURITIES, INC.
3/3/20037/24/2006Red Bank, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Charles 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.

Peter Charles Lynch - Financial Advisor in Red Bank, NJ | AdvisorFinder