Leo David Lyons
Investment adviser representative at Schwab Wealth Advisory, Inc.
16 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2025 to now
- Charles Schwab & Co., Inc.Jul 2023 to now
- UnemployedDec 2022 to Jul 2023
- Accurity ConsolidatedAug 2022 to Dec 2022
- Trueblood Real EstateSep 2020 to Dec 2022
- UnemployedNov 2019 to Sep 2020
- Giants Stadium LLCFeb 2010 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7743563
- Firm CRD
- 159035