Hannah Lyons
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CRD#: 7112316
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Hannah Lyons, CFP® was a registered financial professional .
Hannah is a previously registered financial professional and started their career in finance in 2019. Hannah had worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
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
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
No
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)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
August 1, 2019 - January 7, 2026
SMITH BRUER
RIA
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.
Visual representation of state registrations
This advisor is not registered in any state.
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)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 (4 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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