Nicholas Lyons
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 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 LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedApr 2024 to Jun 2024
- Ge AppliancesMay 2023 to Apr 2024
- Value City FurnitureNov 2022 to May 2023
- GncAug 2022 to Nov 2022
- BarleycornsApr 2022 to Aug 2022
- Skyline ChiliOct 2021 to Apr 2022
- UnemployedAug 2021 to Oct 2021
- Camco ChemicalsJun 2021 to Aug 2021
- IherbJun 2021 to Jun 2021
- Taste of BelgiumMay 2021 to Jun 2021
- -unemployedJun 2020 to May 2021
- CutcoJan 2020 to Jun 2020
- -unemployedJan 2013 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7948159
- Firm CRD
- 104555