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LT

Lydia Teeple

UHY WEALTH MANAGEMENT RIA
Sterling Heights, MI 48313
Some features on this profile are disabled
CRD#: 7008411
LT

Professional summary

Lydia Teeple, who also goes by Lydia Palmateer, is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in Sterling Heights, Michigan.

Lydia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lydia has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lydia Palmateer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lydia Teeple'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

March 16, 2026 - Present

UHY WEALTH MANAGEMENT RIA LLC

Office #1: 12900 Hall Rd Suite 500, Sterling Heights, MI 48313Office #2: 2701 Cambridge Ct Suite 480, Auburn Hills, MI 48326
RIA
CRD#: 317608
Sterling Heights, MI
Past

November 14, 2024 - April 6, 2026

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
AUBURN HILLS, MI
Past

November 14, 2024 - April 6, 2026

LPL ENTERPRISE, LLC

BD
CRD#: 8733
AUBURN HILLS, MI
Past

December 17, 2020 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
TROY, MI
Past

September 17, 2018 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
TROY, MI

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
Michigan
(3/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2018
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 6
Date: 9/17/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

UW
UHY WEALTH MANAGEMENT RIA LLC
UHY WEALTH MANAGEMENT RIA LLC

CRD#: 317608 / SEC#:

Michigan
Registered Investment Advisory firm - (6/27/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334
Mailing Address
Phone number
(248) 609-1610
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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

UHY WEALTH MANAGEMENT RIA LLC

CRD#: 317608Sterling Heights, MI 48313

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