Olivia
Lyons
Equitable Advisors, LLC
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About this Advisor
Olivia Lyons is a financial advisor working in Buffalo, New York with a total of 1 year of industry experience. Lyons is on the advisory team at Equitable Advisors, LLC. Over the course of their career, they have held roles at Equitable Advisors, LLC, Ronald Hicks And Associates, Robert Half - Temporary Agency, The Barrel, Selective Staffing Solutions, Transitowne, Maidpro, The Chocolate Factory, Pano'S, Alaska Smiles, Ihop, Pier 1 Imports, Cracker Barrel and Firstsource Advantage. Lyons holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Equitable Advisors, LLC is a business operating out of New York, NY. The firm has offices in 885 locations and a total of 5,251 financial advisors. It oversees $25 billion in assets under management between its 75,222 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 customer accounts, 42% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on which service is offered. However, fees billed by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
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
- Educational seminars/workshops
Olivia Lyons Work History
Olivia has been registered as a financial advisor for 1 years.*
Equitable Advisors, LLC
Ronald Hicks And Associates
Robert Half - Temporary Agency
The Barrel
Selective Staffing Solutions
Transitowne
Maidpro
The Chocolate Factory
Pano'S
Alaska Smiles
Ihop
Pier 1 Imports
Cracker Barrel
Firstsource Advantage
Ihop
*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 Olivia Lyons 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 Equitable Advisors, LLC
Houston, TX
New York, NY
Minneapolis, MN
Mount Pleasant, SC
Shelton, CT
Dallas, TX
Selma, AL
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
