Julius W. Aebly

LYTLE INVESTMENTS

Grand Island, NY 14072

Some features on this profile are disabled

CRD#: 1604730

Professional summary

Julius William Aebly JR is a registered financial advisor currently at LYTLE INVESTMENTS located in Grand Island, New York and OSAIC WEALTH, INC. located in Grand Island, New York.

Julius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Julius has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julius William Aebly JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 27, 2018 - Present

LYTLE INVESTMENTS

Office #1: 101 Lang Boulevard, Grand Island, NY 14072

RIA

CRD#: 297591

Grand Island, NY

Current

October 27, 2017 - Present

OSAIC WEALTH, INC.

Office #1: 101 Lang Blvd, Grand Island, NY 14072

RIA

CRD#: 23131

Grand Island, NY

Past

February 27, 2018 - August 13, 2018

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

Past

May 14, 1990 - December 18, 1992

OSAIC FS, INC.

CRD#: 3870

Past

May 3, 1990 - May 9, 1990

ROBERT TODD FINANCIAL CORP.

CRD#: 7423

Past

February 13, 1990 - June 4, 1990

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

January 25, 1990 - January 26, 1990

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

May 20, 1988 - February 13, 1990

J. T. MORAN & CO., INC.

CRD#: 15655

Past

February 2, 1987 - May 23, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Past

December 23, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LYTLE INVESTMENTS

LYTLE INVESTMENT SERVICES CORP. | LYTLE INVESTMENTS

CRD#: 297591 / SEC#: 801-113598

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(2/26/2018)

IAR

New York
(8/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/13/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/8/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

LYTLE INVESTMENTS

LYTLE INVESTMENT SERVICES CORP. | LYTLE INVESTMENTS

CRD#: 297591 / SEC#: 801-113598

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

101 Lang Boulevard, Grand Island, NY 14072

Mailing Address

Phone number

(716) 773-6626

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LYTLE INVESTMENTS BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 74,330,182

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
12/26/2024	Cover Page	Report
10/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Gimlin

LPL FINANCIAL LLC

IAR

Williamsville, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julius W. Aebly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julius William Aebly JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYTLE INVESTMENTS

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FS, INC.

ROBERT TODD FINANCIAL CORP.

VANDERBILT SECURITIES, INC.

VANDERBILT SECURITIES, INC.

J. T. MORAN & CO., INC.

SHERWOOD CAPITAL, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

LYTLE INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2018

Series 63

Date: 1/13/1987

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2017

Series 24

Date: 11/8/1989

FINRA

Current Firm

LYTLE INVESTMENTS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LYTLE INVESTMENTS

TRUST BUT VERIFY

Similar Advisors