Anthony A. Lyons

STRATEGIC ADVISERS LLC | Financial Consultant

ST. LOUIS, MO

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CRD#: 2405670

Professional summary

Anthony A. Lyons, who also goes by Anthony Aven Brown, Anthony Aven Lyons, Anthony Lyons, Tony Lyons, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in St. Louis, Missouri and FIDELITY BROKERAGE SERVICES LLC located in St. Louis, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Anthony has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Biography

As a Fidelity Financial Consultant, I work with a team of experienced financial professionals whose guidance helps provide you the peace of mind to live life with purpose. I commit to actively listening to your cares and concerns, suggest a course of action so that you can work towards achieving your dreams. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Aven Brown | Anthony Aven Lyons | Anthony Lyons | Tony Lyons

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 Anthony A. Lyons'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

Education

Valparaiso University

Bachelor of Arts (BA) - Economics

1992

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131

RIA

CRD#: 104555

ST. LOUIS, MO

Current

November 3, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131

CRD#: 7784

St. Louis, MO

Past

November 4, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BELLEVILLE, IL

Past

August 13, 2021 - October 29, 2021

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

SCHERERVILLE, IN

Past

August 13, 2021 - October 29, 2021

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

SCHERERVILLE, IN

Past

May 13, 2020 - July 1, 2020

EDWARD JONES

RIA

CRD#: 250

PEORIA, IL

Past

May 13, 2020 - July 1, 2020

EDWARD JONES

CRD#: 250

PEORIA, IL

Past

August 9, 2017 - January 6, 2020

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CLAYTON, MO

Past

August 8, 2017 - January 6, 2020

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST CLOUD, MN

Past

November 14, 2016 - July 18, 2017

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

LOWELL, AR

Past

November 3, 2016 - July 18, 2017

ARVEST WEALTH MANAGEMENT

CRD#: 42057

LOWELL, AR

Past

September 12, 2013 - October 25, 2016

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BALLWIN, MO

Past

September 12, 2013 - October 25, 2016

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BALLWIN, MO

Past

September 12, 2011 - September 12, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ST. LOUIS, MO

Past

September 8, 2011 - September 12, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ST. LOUIS, MO

Past

September 2, 2010 - December 22, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WEBSTER GROVES, MO

Past

August 7, 2008 - September 9, 2008

PRUCO SECURITIES, LLC.

CRD#: 5685

ST. LOUIS, MO

Past

December 18, 2002 - February 5, 2008

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

MARSHALL, MI

Past

December 15, 1998 - October 8, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MERRILLVILLE, IN

Past

January 20, 1997 - October 8, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 19, 1993 - October 18, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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

Alabama
(1/6/2025)

Arizona
(1/26/2022)

Arkansas
(12/4/2024)

California
(3/4/2022)

Colorado
(1/6/2025)

Florida
(3/4/2022)

Illinois
(11/3/2021)

IAR

Illinois
(3/31/2025)

Indiana
(11/3/2021)

Michigan
(11/3/2021)

Minnesota
(3/25/2025)

Missouri
(11/3/2022)

IAR

Missouri
(3/31/2025)

New Mexico
(9/12/2025)

North Carolina
(7/24/2023)

Ohio
(4/17/2022)

Pennsylvania
(9/12/2025)

Tennessee
(3/4/2022)

Texas
(11/3/2021)

IAR

Texas
(3/31/2025)

Utah
(5/6/2022)

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 65

Date: 9/28/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/29/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/18/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2016

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Anthony A. Lyons

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony A. Lyons's CRS (Customer Relationship Summary).

Certified licenses

Education

Valparaiso University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRUCO SECURITIES, LLC.

STATE FARM VP MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2011

Series 63

Date: 10/29/1993

SIE

Date: 10/1/2018

Series 31

Date: 11/29/1993

Series 7

Date: 11/18/1993

Series 24

Date: 12/30/2016

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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