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RL

Robert E. Lyles

STOREHOUSE INVESTMENTS LLC
NEW CASTLE, PA 16105
Some features on this profile are disabled
CRD#: 5762097
RL

Professional summary

Robert Edward Lyles, who also goes by Bubbers Lyles, Robert E Lyles, Robert E. Lyles, is a registered financial advisor currently at STOREHOUSE INVESTMENTS LLC located in New Castle, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bubbers Lyles | Robert E Lyles | Robert E. Lyles

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) Business Name: New Castle Area School District Business Address: New Castle, PA 16101 Nature of Business: School Governance for Public School System Investment Related: No Position: School Director (board member) Duties: Represent the people of New Castle School District in the matters of Public Education Start Date: Dec 2017 APPROXIMATE TIME SPENT: 5 per month None during market hours 2) Secretary for the City of New Castle Municipal Government Investment related: No Address: New Castle, PA Title: Secretary Nature of business: Municipal Government Duties: Incoming/outbound calling; prepare correspondence; research Start: 11/2020 Hours 64 hour per month 48 during trading hours 3) Robert Lyles, Sole Proprietor Investment related: Yes Address: New Castle, PA Title: Insurance Agent Nature of business: Insurance Duties: Insurance sales and service Start: 02/2020 Hours 2 per month 0 during trading hours 6)Business Name: Farrell Area School District Business Address: 1600 Roemer Blvd. Farrell, PA 16121 Nature of Business: Education Investment Related: No Position: Teacher Duties: Teaching Start Date: August 2024 APPROXIMATE TIME SPENT: 160 hours per month/160 hours during market hours 7)Lawrence Co. Sports Hall of Fame Business Address: New Castle, PA Nature of Business: Hall of Fame Investment Related: No Position: Volunteer Start Date: August 2021 APPROXIMATE TIME SPENT: 2 hours per month/0 hours during market hours 8)Robert E. Lyles Business Address: New Castle, PA Nature of Business: Rental Property Investment Related: No Position: Owner Start Date: February 2015 APPROXIMATE TIME SPENT: 2 hours per month/0 hours during market hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward 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 5, 2017 - August 2, 2019

STONEX ADVISORS INC.

RIA
CRD#: 174182
New Castle, PA
Past

October 11, 2016 - August 2, 2019

STONEX SECURITIES INC.

BD
CRD#: 18456
New Castle, PA
Past

January 28, 2014 - August 23, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
GREENVILLE, PA
Past

January 28, 2014 - August 23, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
GREENVILLE, PA
Past

April 11, 2012 - January 14, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WEXFORD, PA
Past

July 5, 2011 - December 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CANFIELD, OH
Past

March 23, 2010 - June 21, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BEAVER FALLS, 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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/13/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/24/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SI
STOREHOUSE INVESTMENTS LLC
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
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts234
AUM (Assets Under Management)$ 33,809,627

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.

Company Information

STOREHOUSE INVESTMENTS LLC

CRD#: 304610New Castle, PA 16105

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