Simonae R. Lyles

STOREHOUSE INVESTMENTS LLC

NEW CASTLE, PA 16105

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CRD#: 5451080

Professional summary

Simonae Reanna Lyles, who also goes by Simonae Reanna Marlow, is a registered financial advisor currently at STOREHOUSE INVESTMENTS LLC located in New Castle, Pennsylvania.

Simonae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Simonae has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Simonae Reanna Marlow

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)YMCA 20 W WASHINGTON ST NEW CASTLE, PA 16101 BOARD MEMBER NATURE: COMMUNITY SERVICE DUTIES: ATTEND MEETINGS AND EVENTS. VOTE ON MATTERS OF THE ORGINZATION, REPRESENT ORGANIZATION IN THE COMMUNITY. APPROX HOURS SPENT: 3 APPROX MARKET HOURS SPENT: 3 2)Lawrence Community Foundation 7 West State Street Suite 301 Sharon, PA 16146 Date Started: 9/20/2017 Title: Board Member NON-Investment Related Nature: Non-Profit organization connecting donors with non-profits organizations that share their same mission and distributing donated funds. Duties: Review grant requests and vote with the entire board on requests and amounts given. Market the non-profit organization in the community. Approx how many hours per month spent on this OBA: 2. 1 during Market Hours. 3) Slippery Rock University 1 Morrow Way Slippery Rock, PA 16057 Date Started: 9/2023 Title: Part-time Instructor NON-Investment Related Nature: Teacher/Educator Duties: To instruct students. Approx how many hours per month spent on this OBA: 60hours/52 hours during Market Hours. 5)Storehouse Education LLC Investment related: No Address: New Castle, PA Title: Owner Nature of business: Education Duties: Financial Education through workbooks and workshops Start: 01/2025 Hours 10 per month 0 during trading hours 6) Simonae Lyles, Sole Proprietor Investment related: No Address: New Castle, PA Title: Tax Preparer/Accountant Nature of business: Tax Preparation Duties: Preparing taxes Start: 02/2020 Hours 10 per month 10 during trading hours 7) Simonae Lyles, Sole Proprietor Investment related: No Address: New Castle, PA Title: Rental Property Owner Nature of business: Rental Property Start: 02/2015 Hours 2 per month 0 during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simonae Reanna Lyles'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

July 31, 2019 - Present

STOREHOUSE INVESTMENTS LLC

Office #1: 3021 Wilmington Rd, New Castle, PA 16105

RIA

CRD#: 304610

NEW CASTLE, PA

Past

January 30, 2015 - September 25, 2019

STONEX ADVISORS INC.

RIA

CRD#: 174182

New Castle, PA

Past

September 12, 2014 - August 2, 2019

STONEX SECURITIES INC.

CRD#: 18456

New Castle, PA

Past

July 14, 2014 - January 30, 2015

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

New Castle, PA

Past

July 14, 2014 - September 12, 2014

WRP INVESTMENTS, INC.

CRD#: 7365

New Castle, PA

Past

December 9, 2011 - August 11, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

NEW CASTLE, PA

Past

October 18, 2011 - August 11, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

NEW CASTLE, PA

Past

August 13, 2008 - October 20, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEW CASTLE, PA

Past

July 17, 2008 - October 20, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

February 25, 2008 - July 14, 2008

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

GROVE CITY, PA

Past

January 7, 2008 - July 14, 2008

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

GROVE CITY, PA

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

Ohio
(7/31/2019)

IAR

Pennsylvania
(7/31/2019)

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 66

Date: 2/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2008

General Securities Representative Examination

Current Firm

STOREHOUSE INVESTMENTS LLC

CRD#: 304610 / SEC#:

Ohio

Registered Investment Advisory firm - (7/26/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/18/2019 Approved)

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Contact information

Main Address

3021 Wilmington Rd, New Castle, PA 16105

Mailing Address

Phone number

(724) 202-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 33,809,627

Red Flags

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

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Simonae R. Lyles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simonae Reanna Lyles's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX ADVISORS INC.

STONEX SECURITIES INC.

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/4/2008

Current Firm

STOREHOUSE INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STOREHOUSE INVESTMENTS LLC

TRUST BUT VERIFY

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