Matthew R. Lyon

ZENITH ADVISORY GROUP

Centerville, OH 45458

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CRD#: 5242333

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Ronald Lyon | Matthew Lyon

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.

1.Other Business Name: Kalibr Consulting 2.Investment Related? No 3.Address of Other Business: 2105 Wyndham Way, Union, KY 41091. 4.Nature of Other Business: Business Consulting 5.Position/Title/Relationship with Other Business: Consultant 6.Start Date: 08/16/2018 7.Hours Per Month: 10 8.Market Hours Per Month: 0 9.Duties Related to Other Business: Helping dentists and physicians with growing their practice through marketing strategies, business entities, cash flow efficiency. Helping residents/fellows in the areas of contract negotiations, career placement guidance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew R Lyon'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 5, 2021 - Present

ZENITH ADVISORY GROUP, LLC

Office #1: 10554 Success Lane Suite G, Centerville, OH 45458

RIA

CRD#: 287801

Centerville, OH

Past

August 16, 2018 - October 13, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

UNION, KY

Past

August 16, 2018 - October 13, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

April 25, 2011 - August 17, 2018

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

PELLA, IA

Past

January 8, 2007 - August 17, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

PELLA, IA

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

Florida
(11/19/2024)

IAR

Iowa
(1/3/2022)

IAR

Missouri
(1/3/2022)

IAR

Ohio
(10/6/2021)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 4/20/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/17/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/5/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ZENITH ADVISORY GROUP, LLC

CRD#: 287801 / SEC#:

Florida

Registered Investment Advisory firm - (11/4/2024 Approved)

Iowa

Registered Investment Advisory firm - (10/6/2021 Approved)

Missouri

Registered Investment Advisory firm - (12/20/2021 Approved)

Ohio

Registered Investment Advisory firm - (4/7/2017 Approved)

Texas

Registered Investment Advisory firm - (6/13/2019 Conditional Restricted)

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Contact information

Main Address

10554 Success Lane Suite G, Centerville, OH 45458

Mailing Address

Phone number

(937) 312-8171

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 58,135,184

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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Matthew R. Lyon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew R Lyon's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZENITH ADVISORY GROUP, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2011

Series 63

Date: 1/17/2007

SIE

Date: 10/1/2018

Series 6

Date: 1/5/2007

Current Firm

ZENITH ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZENITH ADVISORY GROUP, LLC

TRUST BUT VERIFY

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