Lyndon L. Davis
Nayhife Wealth Management | Financial AdvisorAFFILIATED WITH LIGHTSQUARE WEALTH MANAGEMENT
Farmington Hills, MI 48331
CRD#: 5217885
Lyndon L DavisLIGHTSQUARE WEALTH MANAGEMENT
Why Work With Lyndon
Professional summary
Lyndon L Davis is a registered financial advisor NAYHIFE WEALTH MANAGEMENT, LLC. Lyndon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lyndon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Paid By: Fixed / Negotiated Fee
Min. Asset: $500K–$1M
100–250 clients
Serves: Pre-Retirees
Serves: Retirees
Services Offered
Retirement Planning
Estate & Legacy Planning
Risk Management & Insurance
Investment Management
Education Funding
Financial Planning
Tax Planning
Cashflow & Budgeting
Published Content (3)
1 / 3
Client Tip
Portfolio optimization is about pairing assets to manage volatility - not collecting winners. Rebalance towards profits rather than panic.
Biography
I handle the heavy lifting of tax optimization and risk management so families can approach retirement with clarity, and more importantly, confidence.
After two decades in the institutional world at Merrill Lynch and Raymond James, I founded Nayhife Wealth Management to provide independent, objective guidance. I combine a computer engineering background from New York University with the CRPC® (Chartered Retirement Planning Counselor) and WMS® (Wealth Management Specialist) designations to solve the complex financial problems that generalists often overlook.
My approach to your wealth centers on three pillars:
• Precision Strategy: Delivering guidance aligned with your unique objectives, not a generic model.
• Proactive Preparation: Anticipating retirement and tax hurdles before they become urgent.
• Continuous Oversight: Conducting regular reviews to evaluate investments and pivot as your life evolves.
Outside of the office, I am a happy husband of 30 years and a proud father of two. My commitment to my own family’s legacy is what drives my long-term perspective when serving yours—treating your financial milestones with the same care and discipline I apply to my own.
Personal quote
NOW is the best time to invest. NOW is also the worst time to invest. The question is: Where are you, NOW?
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lyndon L Davis'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®
NoneEducation
University of Michigan - Dearborn
MS - Computer & Information Science
2002
NYU
Electrical Engineering - Electrical Engineering
1988
Experience
Current
April 30, 2025 - Present
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Office #1: 33533 W 12 Mile Rd, #130, Farmington Hills, MI 48331RIA
CRD#: 324958
Farmington Hills, MI
Past
June 14, 2017 - May 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
FARMINGTON HILLS, MI
Past
June 14, 2017 - May 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
FARMINGTON HILLS, MI
Past
December 1, 2006 - June 19, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FARMINGTON HILLS, MI
Past
November 8, 2006 - June 19, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FARMINGTON HILLS, MI
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".
LW
LIGHTSQUARE WEALTH MANAGEMENT, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT
CRD#: 324958 / SEC#: 801-128092
RIA
Registered Investment Advisory firm - (6/21/2023 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.Highlighted states indicate IAR registrations
IAR
Michigan(4/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LIGHTSQUARE WEALTH MANAGEMENT, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT
CRD#: 324958 / SEC#: 801-128092
RIA
Registered Investment Advisory firm - (6/21/2023 Approved)Loading...
Contact information
Main Address
30150 Telegraph Road Suite 170, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 641-3540
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 249 |
| AUM (Assets Under Management) | $ 131,412,984 |
Red Flags
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Company Information
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 324958Farmington Hills, MI 48331DBA Information
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