Simonae Lyles, financial advisor New Castle PA

Simonae Lyles

CRD Number: 5451080
Current Firm: Storehouse Investments LLC

Simonae Lyles (CRD# 5451080) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Slippery Rock University Slippery Rock, PA Sep 2023 - Current < 1
Simonae Lyles, Sole Proprietor New Castle, PA Feb 2020 - Current 4
Storehouse Investments LLC New Castle, PA Jul 2019 - Current 4
Williams-cleaveland Company New Castle, PA Sep 2011 - Feb 2020 8
Sa Stone Investment Advisors Inc. Dba Williams-cleaveland Financ New Castle, PA Jan 2015 - Jul 2019 4
Sa Stone Wealth Managament Inc. Dba Williams-cleaveland Financia New Castle, PA Sep 2014 - Jul 2019 4
Sterne Agee Investment Advisors Services, Inc. New Castle, PA Jul 2014 - Jan 2015 < 1
Wrp Investments, Inc. Youngstown, OH Jul 2014 - Sep 2014 < 1
Cambridge Investment Research, Inc. Fairfield, IA Dec 2011 - Aug 2014 2
Cambridge Invesment Research Advisors, Inc. Fairfield, IA Oct 2011 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Simonae R. Lyles
Phone Number: 724-202-6900
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $147,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

OH, PA

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