Matthew Lyon
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Matthew Lyon? Claim your profile
Contact this firm
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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Brix and CraftMay 2024 to Jul 2024
- UnemployedJan 2024 to May 2024
- Brands of Britain LLCFeb 2023 to Jan 2024
- MikuniOct 2021 to Feb 2023
- Ufc Gym ConcordJul 2021 to Nov 2021
- ApplebeesMar 2021 to Mar 2021
- UnemployedMar 2020 to Jul 2021
- Olive GardenOct 2019 to Mar 2020
- StudentJun 2019 to Oct 2019
- BevmoApr 2019 to Jun 2019
- Red LobsterOct 2018 to Oct 2018
- StudentAug 2018 to Apr 2019
- Kinders Meats and DeliJun 2018 to Jul 2018
- Warehouse Demo ServiceApr 2018 to May 2018
- StudentJul 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7966102
- Firm CRD
- 104555