Unclaimed Profile

Heather Lynn Lyon

STRATEGIC INVESTMENT ADVISORS, LLC·LIVONIA, Michigan

SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 66, Series 99TOClean record24 years registeredSTRATEGIC INVESTMENT ADVISORS, LLC

38695 W. SEVEN MILE ROAD, LIVONIA, MI 48152CRD# 3011389Firm CRD# 151501

Profile Verification

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

Identity

Heather Lynn Lyon · LIVONIA, MI

Registration

CRD #3011389 · STRATEGIC INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC INVESTMENT ADVISORS, LLC

C2 PRIVATE WEALTH

Dec 2023 – Dec 2025

NOVI, MI

ASSET ALLOCATION STRATEGIES, LLC

Jan 2020 – Nov 2023

FARMINGTON, MI

ESI FINANCIAL ADVISORS

Nov 2008 – Nov 2019

COLCHESTER, VT

CHITTENDEN SECURITIES

Oct 2001 – Oct 2008

BELLOWS FALLS, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 63

Series 66

Series 99TO

Registration record

First registered · October 3, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC INVESTMENT ADVISORS, LLC

CRD 151501 · SEC 801-110692

AUM

$1.1B

Regulatory assets under management

Employees

7,357 client accounts

Services offered by STRATEGIC INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC INVESTMENT ADVISORS, LLC →

Introduction

Speak with Heather

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heather is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LIVONIA?

Browse all registered financial advisors in LIVONIA, Michigan or claim this profile if it's yours.

Browse LIVONIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Heather Lynn Lyon offer?

Heather Lynn Lyon specializes in Financial Planning, Investment Management.

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, last registered with STRATEGIC INVESTMENT ADVISORS, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →