Conor
Lydon

Mycio Wealth Partners, LLC

CRD#7332150
Investment Advisor
in Philadelphia, PA

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About this Advisor

Conor Lydon is a financial advisor based out of Philadelphia, Pennsylvania with a total of 2 years of industry experience. Lydon is an employee of Mycio Wealth Partners, LLC. The advisor has gained experience at Mycio Wealth Partners, LLC, Ethos Capital Advisors, 1847Financial, Saint Joseph'S University, Lyneer Search Group, Bubba'S Liquor, Mcadam Financial, Drexel University, Chickie'S & Pete'S and Community College Of Philadelphia. Lydon has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Pennsylvania. Mycio Wealth Partners, LLC is a business that has its headquarters in Philadelphia, PA. It administers $12 billion in total assets across its 7,342 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 11 charities and foundations. Of its 7,342 accounts, 98% belong to high-net-worth investors who have more than $1 million in investable assets. The firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Mycio Wealth Partners, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172

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Mycio Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$12,007,381,046

PA Average: $15,833,994,310
Total Number of Employees

59

PA Average: 41
Total Number of Accounts

7,342

PA Average: 3,342
Average Account Size

$1,635,437

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Conor Lydon Work History

Conor has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mycio Wealth Partners, LLC

2021 - 2021 (< 1 year)

Ethos Capital Advisors

2019 - 2020 (1 year)

1847Financial

2019 - 2021 (2 years)

Saint Joseph'S University

2017 - 2019 (2 years)

Lyneer Search Group

2017 - 2017 (< 1 year)

Bubba'S Liquor

2016 - 2017 (1 year)

Mcadam Financial

2015 - 2016 (1 year)

Lyneer Search Group

2014 - 2018 (4 years)

Drexel University

2012 - 2015 (3 years)

Chickie'S & Pete'S

2012 - 2014 (2 years)

Community College Of Philadelphia

*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 Conor Lydon 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 Mycio Wealth Partners, LLC

Steven Scott
Philadelphia, PA
Timothy Tomalavage
Philadelphia, PA
Anthony Voce
Philadelphia, PA
Conor Lydon
Philadelphia, PA
Bruce Fenster
Philadelphia, PA
Matthew Perri
Philadelphia, PA
David Benson
Philadelphia, PA
Joseph Granahan
Philadelphia, PA

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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