Erica R. Lyall

STRATEGIC ADVISORY PARTNERS

GREENSBORO, NC 27455

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CRD#: 4286885

Professional summary

Erica Rohlfing Lyall, CFP®, who also goes by Nicole Rohlfing Erica, Erica Nicole Rohlfing, is a registered financial advisor currently at STRATEGIC ADVISORY PARTNERS located in Greensboro, North Carolina.

Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Erica has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Rohlfing Erica | Erica Nicole Rohlfing

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 Erica Rohlfing Lyall'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 14, 2025 - Present

STRATEGIC ADVISORY PARTNERS

Office #1: 3819 Lawndale Drive, Greensboro, NC 27455

RIA

CRD#: 314842

GREENSBORO, NC

Past

April 26, 2023 - October 13, 2025

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

WINSTON-SALEM, NC

Past

May 5, 2022 - April 27, 2023

PARSEC FINANCIAL

RIA

CRD#: 104919

WINSTON-SALEM, NC

Past

October 19, 2020 - March 16, 2022

STRATEGIC BLUEPRINT, LLC

RIA

CRD#: 284840

Greensboro, NC

Past

February 11, 2020 - September 25, 2020

AVID WEALTH MANAGEMENT, LLC

RIA

CRD#: 301619

WINSTON SALEM, NC

Past

March 7, 2008 - August 5, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINSTON SALEM, NC

Past

March 7, 2008 - August 5, 2008

LPL FINANCIAL LLC

CRD#: 6413

WINSTON SALEM, NC

Past

February 5, 2007 - March 10, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

WINSTON-SALEM, NC

Past

February 5, 2007 - March 10, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

WINSTON-SALEM, NC

Past

May 24, 2004 - February 6, 2007

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

WINSTON SALEM, NC

Past

January 31, 2001 - February 6, 2007

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

WINSTON SALEM, NC

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 ADVISORY PARTNERS

STRATEGIC ADVISORY PARTNERS | STRATEGIC ADVISORY PARTNERS, LLC

CRD#: 314842 / SEC#: 801-134091

RIA

Registered Investment Advisory firm - (7/31/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(10/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/30/2001

General Securities Representative Examination

Current Firm

STRATEGIC ADVISORY PARTNERS

STRATEGIC ADVISORY PARTNERS | STRATEGIC ADVISORY PARTNERS, LLC

CRD#: 314842 / SEC#: 801-134091

RIA

Registered Investment Advisory firm - (7/31/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

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Contact information

Main Address

3819 Lawndale Drive, Greensboro, NC 27455

Mailing Address

Phone number

(336) 790-2560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (7/2/2025)

ADV DISCLOSURE BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	709
AUM (Assets Under Management)	$ 124,263,148

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.

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Erica R. Lyall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erica Rohlfing Lyall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERA WEALTH MANAGEMENT, LLC

PARSEC FINANCIAL

STRATEGIC BLUEPRINT, LLC

AVID WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISORY PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2004

Series 63

Date: 7/6/2001

Series 7

Date: 1/30/2001

Current Firm

STRATEGIC ADVISORY PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY PARTNERS

TRUST BUT VERIFY

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