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Andrew Joseph Lyons

RIDGEWAY CONGER ADVISORY SERVICES, INC·NEW WOODSTOCK, New York
SIE, Series 7, Series 14, Series 24, Series 63Clean recordRIDGEWAY CONGER ADVISORY SERVICES, INC
2123 MAIN STREET, NEW WOODSTOCK, NY 13122CRD# 6318139Firm CRD# 139372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Joseph Lyons · NEW WOODSTOCK, NY
Registration
CRD #6318139 · RIDGEWAY CONGER ADVISORY SERVICES, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RIDGEWAY CONGER ADVISORY SERVICES, INC
CRD 139372 · SEC 801-66272
AUM
$103M
Regulatory assets under management
Employees
22
893 client accounts
Services offered by RIDGEWAY CONGER ADVISORY SERVICES, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIDGEWAY CONGER ADVISORY SERVICES, INC →
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Frequently Asked Questions

What services does Andrew Joseph Lyons offer?
Andrew Joseph Lyons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW WOODSTOCK, New York for a consultation.
What are Andrew Joseph Lyons's credentials?
Andrew Joseph Lyons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Joseph Lyons located?
Andrew Joseph Lyons is based in NEW WOODSTOCK, New York, working with RIDGEWAY CONGER ADVISORY SERVICES, INC. Their office serves clients in the NEW WOODSTOCK metropolitan area and surrounding communities.
How does Andrew Joseph Lyons charge for services?
Andrew Joseph Lyons'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 RIDGEWAY CONGER ADVISORY SERVICES, INC?
RIDGEWAY CONGER ADVISORY SERVICES, INC has approximately 22 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIDGEWAY CONGER ADVISORY SERVICES, INC

David Vincent Tabone
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Brian Joseph Murphy
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Leigh Mccobb Garber
NEW WOODSTOCK, NY
Richard Alan Garber
NEW WOODSTOCK, NY
Allison Tyminski Rumschik
NEW WOODSTOCK, NY
CFP

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