Derald L. Lyons

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CRD#: 4475057

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Derald L Lyons MR., who also goes by Derald L Lyons Mr., was a registered financial professional .

Derald is a previously registered financial professional and started their career in finance in 1999. Derald had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Derald L Lyons Mr.

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.

Name of business - Osaic Wealth, Inc., Investment related-Yes, Address - 18700 N Hayden Rd, Ste 225, Scottsdale, AZ 85255, Nature of Business: Investment, Position: Client Service Specialist, Start date with Business - 07/10/2024, Hours worked per month - 80, Hours worked during security trading hours per month - 5.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 7, 2024 - June 2, 2025

SYNTEGRA PRIVATE WEALTH GROUP LLC

RIA

CRD#: 323180

Golden, CO

Past

April 3, 2023 - December 31, 2024

YWL FINANCIAL CONSULTANTS, LLC

RIA

CRD#: 116735

PARKER, CO

Past

January 1, 1999 - December 31, 2003

YWL FINANCIAL CONSULTANTS, LLC

RIA

CRD#: 116735

CENTENNIAL, CO

Past

January 1, 1999 - December 31, 2022

YWL FINANCIAL CONSULTANTS, LLC

RIA

CRD#: 116735

PARKER, CO

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".

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180 / SEC#: 801-126688

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 802-7232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	4,266
AUM (Assets Under Management)	$ 1,191,046,490

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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Derald L. Lyons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SYNTEGRA PRIVATE WEALTH GROUP LLC

YWL FINANCIAL CONSULTANTS, LLC

YWL FINANCIAL CONSULTANTS, LLC

YWL FINANCIAL CONSULTANTS, LLC

Primary Firm SEC Registration

SYNTEGRA PRIVATE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Current Firm

SYNTEGRA PRIVATE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNTEGRA PRIVATE WEALTH GROUP LLC

TRUST BUT VERIFY

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