Hannah Lyons
CFP®Professional Summary
Hannah Lyons, CFP® was a registered financial advisor. Hannah was a previously registered financial professional and started their career in finance 2019 - 2026. Hannah had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Social Security & Medicare Planning
- Education Funding
- Investment Management
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
Contact Information
Main Address
1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317Phone Number
(850) 877-0803# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
458AUM (Assets Under Management)
$238,483,049Similar Advisors
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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.
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Primary Firm SEC Registration
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Hannah
- Retirement Planning
- Financial Planning
- Social Security & Medicare Planning
- Education Funding
- Investment Management
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