Julius Aebly (CRD# 1604730) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 37 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Grand Island, NY | Jul 2017 - Current | 6 |
| Lytle Investments | Grand Island, NY | Jul 2017 - Current | 6 |
| Aebly & Associates Insurance Services | West Seneca, NY | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- NJ
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$179,772
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NJ, NY, TX
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