Unclaimed Profile

Brad Edward Lyons

GRAY FINANCIAL GROUP·ATLANTA, Georgia

Series 4, Series 7, Series 24, Series 63, Series 65Clean record18 years registeredGRAY FINANCIAL GROUP

3333 PIEDMONT ROAD, ATLANTA, GA 30305CRD# 1616600Firm CRD# 109349

Profile Verification

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

Identity

Brad Edward Lyons · ATLANTA, GA

Registration

CRD #1616600 · GRAY FINANCIAL GROUP · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAY FINANCIAL GROUP

WISER WEALTH MANAGEMENT, INC

Jan 2020 – Jun 2023

MARIETTA, GA

CONSEQUENT CAPITAL MANAGEMENT, LLC

Feb 2017 – Jul 2019

ATLANTA, GA

GRAY & COMPANY

Dec 2015 – Feb 2017

ATLANTA, GA

GRAY & CO

Jul 2010 – Dec 2013

ATLANTA, GA

IRON CAPITAL ADVISORS INC.

Oct 2007 – Nov 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAY FINANCIAL GROUP INC.

CRD 109349 · SEC 801-55882

AUM

$5.0B

Regulatory assets under management

Employees

37 client accounts

Services offered by GRAY FINANCIAL GROUP INC.

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GRAY FINANCIAL GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Brad Edward Lyons offer?

Brad Edward Lyons specializes in Retirement Planning, Wealth Management.

What are Brad Edward Lyons's credentials?

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

Where is Brad Edward Lyons located?

Brad Edward Lyons is based in ATLANTA, Georgia, last registered with GRAY FINANCIAL GROUP.

How does Brad Edward Lyons charge for services?

Brad Edward Lyons's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAY FINANCIAL GROUP?

GRAY FINANCIAL GROUP has approximately 9 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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