Unclaimed Profile

Craig William Lyon

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida

Series 7, Series 63, Series 65Clean record11 years registeredFIFTH AVENUE FAMILY OFFICE LLC

3003 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 3182798Firm CRD# 122448

Profile Verification

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

Identity

Craig William Lyon · NAPLES, FL

Registration

CRD #3182798 · FIFTH AVENUE FAMILY OFFICE LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIFTH AVENUE FAMILY OFFICE LLC

FIFTH AVENUE FAMILY OFFICE

Jul 2015 – Jan 2023

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 31, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIFTH AVENUE FAMILY OFFICE LLC

CRD 122448 · SEC 801-61413

AUM

$633M

Regulatory assets under management

Employees

95 client accounts

Services offered by FIFTH AVENUE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Craig William Lyon offer?

Craig William Lyon specializes in Financial Planning, Investment Management.

What are Craig William Lyon's credentials?

Craig William Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig William Lyon located?

Craig William Lyon is based in NAPLES, Florida, last registered with FIFTH AVENUE FAMILY OFFICE LLC.

How does Craig William Lyon charge for services?

Craig William Lyon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIFTH AVENUE FAMILY OFFICE LLC?

FIFTH AVENUE FAMILY OFFICE LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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