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Heather Lynn Lyon

STRATEGIC INVESTMENT ADVISORS, LLC·LIVONIA, Michigan
Unclaimed Profile
38695 W. SEVEN MILE ROAD, LIVONIA, MI 48152CRD# 3011389Firm CRD# 151501
01

About

Heather Lynn Lyon is a registered financial advisor based in LIVONIA, Michigan, affiliated with STRATEGIC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC INVESTMENT ADVISORS, LLC
STRATEGIC INVESTMENT ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at STRATEGIC INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3011389
Firm CRD# 151501
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heather Lynn Lyon offer?
Heather Lynn Lyon specializes in Financial Planning, Investment Management. Contact their office in LIVONIA, Michigan for a consultation.
What are Heather Lynn Lyon's credentials?
Heather Lynn Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Lynn Lyon located?
Heather Lynn Lyon is based in LIVONIA, Michigan, working with STRATEGIC INVESTMENT ADVISORS, LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.
How does Heather Lynn Lyon charge for services?
Heather Lynn Lyon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INVESTMENT ADVISORS, LLC?
STRATEGIC INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
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