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Julius William Aebly

LYTLE INVESTMENT SERVICES CORP.·GRAND ISLAND, New York
SIE, Series 7, Series 24, Series 63, Series 66Clean record8 years registeredLYTLE INVESTMENT SERVICES CORP.
101 LANG BOULEVARD, GRAND ISLAND, NY 14072CRD# 1604730Firm CRD# 297591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julius William Aebly · GRAND ISLAND, NY
Registration
CRD #1604730 · LYTLE INVESTMENT SERVICES CORP. · 8 years registered
Brand Profile
Not yet started
01

Career History

LYTLE INVESTMENTS
Aug 2018 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Feb 2018 – Aug 2018
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · February 27, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LYTLE INVESTMENT SERVICES CORP.
CRD 297591 · SEC 801-113598
AUM
$67M
Regulatory assets under management
Employees
6
375 client accounts
Services offered by LYTLE INVESTMENT SERVICES CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LYTLE INVESTMENT SERVICES CORP. →
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05

Frequently Asked Questions

What services does Julius William Aebly offer?
Julius William Aebly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRAND ISLAND, New York for a consultation.
What are Julius William Aebly's credentials?
Julius William Aebly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julius William Aebly located?
Julius William Aebly is based in GRAND ISLAND, New York, working with LYTLE INVESTMENT SERVICES CORP.. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Julius William Aebly charge for services?
Julius William Aebly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYTLE INVESTMENT SERVICES CORP.?
LYTLE INVESTMENT SERVICES CORP. has approximately 6 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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