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Eric Lyons

Private Advisor Group, LLC
29 Years of Experience
Morristown, NJ
1 DisclosureBroker
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Eric Lyons is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2018
Final
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Other Business Activities

Eric provides investment advisory services through Private Advisor Group, an independent investment advisor firm, since October 2022. This activity takes nearly full-time hours.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
LPL Financial LLC
October 2022 - October 2022 · 0 mos
Signature Securities Group CORP.
February 2020 - October 2022 · 2 yrs 8 mos
Signature SecuritiesBroker
October 2019 - October 2022 · 3 yrs
Terra Capital Markets LLCBroker
November 2014 - May 2018 · 3 yrs 6 mos
Coastal Equities, INC.Broker
August 2014 - October 2014 · 2 mos
Blackbook Capital LLCBroker
October 2013 - August 2014 · 10 mos
Quasar Trading, LLCBroker
March 2013 - October 2013 · 7 mos
Coastal Trade Securities, LLCBroker
September 2012 - June 2013 · 9 mos
Hold Brothers Capital LLCBroker
March 2012 - September 2012 · 6 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
May 2010 - September 2012 · 2 yrs 4 mos
Assent LLCBroker
March 2003 - May 2010 · 7 yrs 2 mos
Andover Brokerage, L.L.C.Broker
September 2002 - March 2003 · 6 mos
Andover Brokerage, L.L.C.Broker
August 2001 - January 2002 · 5 mos
All-Tech Direct, INC.Broker
July 1995 - March 2000 · 4 yrs 8 mos
Domestic Securities, INC.Broker
July 1994 - February 1999 · 4 yrs 7 mos
Hms Securities INC.Broker
May 1994 - April 1995 · 11 mos
All-Tech Investment Group, INC.Broker
April 1993 - July 1994 · 1 yr 3 mos
Hms Securities INC.Broker
March 1993 - April 1994 · 1 yr 1 mo
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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