Patrick R. Lyte

THE FINANCIAL NETWORK GROUP

Milton, MA

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CRD#: 4931896

Professional summary

Patrick Renison Lyte is a registered financial advisor currently at THE FINANCIAL NETWORK GROUP located in Milton, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 2 firms and has passed the Series 65 exam.

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.

PRL ASSOCIATES,96 MORTON STREET, JAMAICA PLAIN, MA 021300.ACCOUNTING, TAX SERVICES, INTERNL CONTROLS, AUDIT(ING RISK MANAGEMENT; AND ALL FACETS OF BUSINESS GROWTH AND DEVELOPEMENT CONSULTING, STRATEGIC PLANNING, MARKETING & PROMOTION). I AM THE PRESIDENT AND OWNER OF PRL ASSOCS.I SPEND APPROXIMATELY 50 TO 75 PERCENT OF MY TIME ON PRL BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Renison Lyte's 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

March 7, 2016 - Present

THE FINANCIAL NETWORK GROUP

RIA

CRD#: 281624

Milton, MA

Past

April 14, 2005 - December 31, 2013

THE FINANCIAL NETWORK GROUP, LLC

RIA

CRD#: 129390

NEWTON, MA

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

Massachusetts
(3/7/2016)

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 65

Date: 10/24/2001

Uniform Investment Adviser Law Examination

Current Firm

THE FINANCIAL NETWORK GROUP

FINANCIAL NETWORK GROUP LEGACY ADVISERS | THE FINANCIAL NETWORK GROUP

CRD#: 281624 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/7/2016 Approved)

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Contact information

Main Address

Milton, MA

Mailing Address

Phone number

(617) 306-9672

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 5,500,000

Red Flags

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

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Patrick R. Lyte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Renison Lyte's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FINANCIAL NETWORK GROUP

THE FINANCIAL NETWORK GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2001

Current Firm

THE FINANCIAL NETWORK GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE FINANCIAL NETWORK GROUP

TRUST BUT VERIFY

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