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Thomas Allen Lytle

LYTLE INVESTMENT SERVICES CORP·GRAND ISLAND, New York
SIE, Series 1, Series 7TO, Series 24, Series 63Clean record19 years registeredLYTLE INVESTMENT SERVICES CORP
101 LANG BLVD, GRAND ISLAND, NY 14072CRD# 801168Firm CRD# 108109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Allen Lytle · GRAND ISLAND, NY
Registration
CRD #801168 · LYTLE INVESTMENT SERVICES CORP · 19 years registered
Brand Profile
Not yet started
01

Career History

LYTLE INVESTMENTS
May 2021 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Apr 2009 – Sep 2010
GRAND ISLAND, NY
LYTLE INVESTMENTS
Oct 2006 – Dec 2011
GRAND ISLAND, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 63
Registration record
First registered · October 17, 2006
Years registered · 19
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 108109 · SEC 801-57938
AUM
$54M
Regulatory assets under management
Employees
4
330 client accounts
Services offered by LYTLE INVESTMENT SERVICES CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Thomas Allen Lytle offer?
Thomas Allen Lytle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND ISLAND, New York for a consultation.
What are Thomas Allen Lytle's credentials?
Thomas Allen Lytle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Allen Lytle located?
Thomas Allen Lytle 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 Thomas Allen Lytle charge for services?
Thomas Allen Lytle'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 LYTLE INVESTMENT SERVICES CORP?
LYTLE INVESTMENT SERVICES CORP has approximately 4 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LYTLE INVESTMENT SERVICES CORP

Paul Dennis Lytle
GRAND ISLAND, NY

More Advisors in GRAND ISLAND, New York

Julius William Aebly
LYTLE INVESTMENT SERVICES CORP.·GRAND ISLAND, NY

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