CRD: 154732
Sound View Financial Advisors
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2010
- Office Locations
- 1
Office Locations
About Sound View Financial Advisors
Sound View Financial Advisors is a CFP®-led RIA providing customized financial planning and investment management aligned to clients’ goals and values. The firm supports individuals and business owners with areas like retirement, tax, estate, and insurance planning, and builds portfolios with a strong ETF orientation. Uses custodians including Charles Schwab, and the chief advisor authored “Demystifying Money” and has been featured in outlets such as CNBC and CNN.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MISTY LYNN LYNCH
Certified Financial Planner, Owner
- CRD
- #4736225
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JESSICA AIKEN SCOLA
Financial Advisor
- CRD
- #7807021
GINA CARIOGGIA SZIGETY
Financial Advisor, General Partner
- CRD
- #5542293
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,093,531 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,093,531 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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