Zachary R. Lyons
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- W&s BrokerageJul 2021 to Jun 2022
- Western Southern LifeJun 2021 to Sep 2022
- University of DaytonAug 2020 to May 2021
- Nehemiah Manufacturing Co.Dec 2019 to Jan 2020
- Campus CallersAug 2019 to Mar 2020
- Kemba Credit Union, Inc.Jun 2019 to Jun 2020
- Neumann Golf CourseJun 2017 to Aug 2018
- Three Rivers Swim ClubJun 2015 to Aug 2019
- Elder High SchoolJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7420171
- Firm CRD
- 104555