Robert E. Lyles
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Lyles's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2019 - Present
STOREHOUSE INVESTMENTS LLC
Office #1: 3021 Wilmington Rd, New Castle, PA 16105January 5, 2017 - August 2, 2019
STONEX ADVISORS INC.
October 11, 2016 - August 2, 2019
STONEX SECURITIES INC.
January 28, 2014 - August 23, 2016
PNC WEALTH MANAGEMENT LLC
January 28, 2014 - August 23, 2016
PNC WEALTH MANAGEMENT LLC
April 11, 2012 - January 14, 2014
FIDELITY BROKERAGE SERVICES LLC
July 5, 2011 - December 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 23, 2010 - June 21, 2011
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2019)
(7/31/2019)
Exams
Current Firm
STOREHOUSE INVESTMENTS LLC
CRD#: 304610 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 231 |
| AUM (Assets Under Management) | $ 34,903,334 |
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.
