Unclaimed Profile

Craig William Lyon

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida

Clean recordFIFTH 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig William Lyon is a registered financial advisor based in NAPLES, Florida, affiliated with FIFTH AVENUE FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIFTH AVENUE FAMILY OFFICE LLC

FIFTH AVENUE FAMILY OFFICE

AUM

$633M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3182798

Firm CRD# 122448

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig William Lyon offer?

Craig William Lyon specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.

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, working with FIFTH AVENUE FAMILY OFFICE LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

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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