Alexander Read
Investment adviser representative at Lyons Wealth Management
17 yearsExperience
1 stateRegistered in
$109.1MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Innovation Partners LLCAug 2021 to now
- Lyons Wealth ManagementJul 2009 to now
- Csg Capital Advisors LLCJan 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lyons Wealth Management
Legal name: Lyons Wealth Management, LLC
$109.1MAssets managed
112Clients
4Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2254224
- Firm CRD
- 150581