Hannah Lyons
SMITH BRUER
Tallahassee, FL 32317
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CRD#: 7112316
Professional summary
Hannah Lyons, CFP® is a registered financial advisor currently at SMITH BRUER located in Tallahassee, Florida.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Hannah has worked at 1 firm and has passed the Series 65 exam.
Biography
My Quick Stats
What’s your background? Growing up in a big family of Irish descent, I have seen firsthand the effects that money can have. I grew up in Orlando, Florida, with my three sisters and parents. When I was 15, my father suffered from a stroke, leading to a large financial and emotional burden on our family. We didn’t have a plan in place for this type of event because we assumed it would never happen to us. So when I went to college, I decided to pursue finance, specifically the financial services industry, so that I could serve individuals and families to help them prepare for the unknown and ensure that they always have a plan in place.
I began working in the financial services industry as an intern for Smith Bruer Advisors during my junior year of college in 2018. Since graduating, I have worked as a financial advisor and planner serving institutional clients, families, and individuals.
What degrees and certifications do you hold? I have a B.S. in Finance from Florida State University, and I am a CERTIFIED FINANCIAL PLANNER™.
What do you do for fun? I am a huge fan of the outdoors and take any chance I can to be outside. I love to relax at the beach, go hiking or biking, or do yoga in the park. I also enjoy photography and painting.
Tell us about your family: I come from a bigger, close-knit family. I have three sisters, and I would consider them my best friends.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Retirement Income Management
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Lyons'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®
Start date: 2022
Experience
Current
August 1, 2019 - Present
SMITH BRUER
Office #1: 1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317RIA
CRD#: 284508
Tallahassee, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SMITH BRUER
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
CRD#: 284508 / SEC#: 801-116727
RIA
Registered Investment Advisory firm - (6/6/2019 Approved)Florida
Registered Investment Advisory firm - (8/5/2019 Terminated)Texas
Registered Investment Advisory firm - (6/7/2019 Terminated)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
Colorado(4/7/2021)
IAR
Florida(8/1/2019)
Current Firm
SMITH BRUER
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
CRD#: 284508 / SEC#: 801-116727
RIA
Registered Investment Advisory firm - (6/6/2019 Approved)Florida
Registered Investment Advisory firm - (8/5/2019 Terminated)Texas
Registered Investment Advisory firm - (6/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317
Mailing Address
Phone number
(850) 877-0803
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 198,230,406 |
Red Flags
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Company Information
SMITH BRUER
CRD#: 284508Tallahassee, FL 32317TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
