Thomas Lytle (CRD# 801168) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 25 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mot, Llc(d/b/a Lytle Associates) | Grand Island, NY | Jan 2018 - Current | 6 |
| Royal Alliance Associates, Inc. | Grand Island, NY | Jan 1992 - Current | 32 |
| Lytle Investment Services Corp. | Grand Island, NY | Mar 1985 - Current | 39 |
| Summit Consultants & Advisors, LLC | Niagara Falls, NY | Dec 2009 - Dec 2017 | 8 |
| Lytle Associates Inc. | Grand Island, NY | Jul 1974 - Dec 2017 | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
- NY
-
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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