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Nick Lyons

2 Years of Experience
Olea, NY
1 DisclosureBrokerSells Insurance

Nick Lyons is a registered investment advisor at Cetera Investment Advisers LLC, based in Olea, NY, with 2 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

301 N Union Street Suite 304, Olea, NY, 14760

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History

Regulatory History (1)
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Financial
November 2019
Final
Other Business ActivitiesSells Insurance

Nick sells fixed insurance products, dedicating minimal time to this activity. He also owns NJL Consulting, LLC for real estate management and is a co-owner of Integrity Intellidrive Max Reinsurance, Inc., a vehicle warranty company, both requiring minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
November 2025 - Present · 6 mos
Cetera Investment Advisers LLC
November 2025 - Present · 6 mos
Previous Registrations
Commonwealth Financial NetworkBroker
February 2024 - November 2025 · 1 yr 9 mos
Commonwealth Financial Network
February 2024 - November 2025 · 1 yr 9 mos
Edward Jones
October 2023 - December 2023 · 2 mos
Edward JonesBroker
September 2023 - December 2023 · 3 mos
State Registrations8 states
CADEFLGANCNYPAVA
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.