Lyle
Hardgrove
Ccg Investments
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About this Advisor
Lyle Hardgrove is a financial advisor based out of Hauppauge, New York, who has 1 year of relevant experience. Hardgrove currently works for Ccg Investments. During their career, Hardgrove has held roles at Adp Inc, Adp Broker-Dealer, Inc, Paychex, Inc, Paychex Securities Corporation and Cfm Advisors, Inc. Hardgrove has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Ccg Investments is an advisory business that has its headquarters in Hauppauge, NY. The firm has just five employees. It handles $1 billion in assets between its 1,175 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 1,175 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is offered. However, fees charged by Ccg Investments likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ccg Investments Brokerage Details
$1,400,000,000
5
1,175
$1,191,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lyle Hardgrove Work History
Lyle has been registered as a financial advisor for 1 years.*
Cfm Advisors, Inc
Cfm Advisors, Inc
Paychex, Inc
Paychex Securities Corporation
Adp Inc
Adp Broker-Dealer, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lyle Hardgrove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ccg Investments
Hauppauge, NY
Hauppauge, NY
Hauppauge, NY
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