Unclaimed Profile

John Edward Lyons

VINE STREET WEALTH MANAGEMENT, LLC·MILL VALLEY, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record26 years registeredVINE STREET WEALTH MANAGEMENT, LLC

100 SHORELINE HIGHWAY, SUITE B300, MILL VALLEY, CA 94941CRD# 1416835Firm CRD# 170748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Lyons · MILL VALLEY, CA

Registration

CRD #1416835 · VINE STREET WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VINE STREET WEALTH MANAGEMENT, LLC

SEAPLANE PARTNERS, LLC

Nov 2017 – May 2018

Mill Valley, CA

VINE STREET WEALTH MANAGEMENT, LLC

Nov 2017 – Nov 2018

Mill Valley, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 1999 – Mar 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · December 22, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINE STREET WEALTH MANAGEMENT, LLC

CRD 170748 · SEC 801-111877

AUM

$135M

Regulatory assets under management

Employees

158 client accounts

Services offered by VINE STREET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VINE STREET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Lyons offer?

John Edward Lyons specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are John Edward Lyons's credentials?

John Edward Lyons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Lyons located?

John Edward Lyons is based in MILL VALLEY, California, last registered with VINE STREET WEALTH MANAGEMENT, LLC.

How does John Edward Lyons charge for services?

John Edward Lyons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINE STREET WEALTH MANAGEMENT, LLC?

VINE STREET WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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