AdvisorOS Directory
Claim Profile
TL

Thomas Allen Lytle

LYTLE INVESTMENT SERVICES CORP·GRAND ISLAND, New York
Unclaimed Profile
101 LANG BLVD, GRAND ISLAND, NY 14072CRD# 801168Firm CRD# 108109
01

About

Thomas Allen Lytle is a registered financial advisor based in GRAND ISLAND, New York, affiliated with LYTLE INVESTMENT SERVICES CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LYTLE INVESTMENT SERVICES CORP
LYTLE INVESTMENTS
AUM
$54M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LYTLE INVESTMENT SERVICES CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 801168
Firm CRD# 108109
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND ISLAND?

Browse all registered financial advisors in GRAND ISLAND, New York or claim this profile if it's yours.

Browse GRAND ISLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRAND ISLAND
Julius William Aebly — LYTLE INVESTMENT SERVICES CORP.Paul Dennis Lytle — LYTLE INVESTMENT SERVICES CORPMarie A Zaczek — LYTLE INVESTMENT SERVICES CORP.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile