Matthew R Lyon
CFP®Professional Summary
Matthew R Lyon, CFP®, who also goes by Matthew Ronald Lyon, Matthew Lyon, is a registered financial advisor currently at ZENITH ADVISORY GROUP, LLC located in Centerville, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Ronald Lyon, Matthew Lyon
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SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
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SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
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SOLTIS INVESTMENT ADVISORS, LLC
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Disclosures on record.
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SOLTIS INVESTMENT ADVISORS, LLC
Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
ZENITH ADVISORY GROUP, LLC
Contact Information
Main Address
10554 Success Lane Suite G, Centerville, OH 45458Phone Number
(937) 312-8171# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
139AUM (Assets Under Management)
$65,319,326Similar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
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.
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SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(11/19/2024)
(1/3/2022)
(1/3/2022)
(10/6/2021)
(10/5/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2007About the Series 6 examSimilar Advisors
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Matthew R Lyon's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
