Zoe Lyle (CRD# 6839888) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | New Hope, PA | Nov 2022 - Current | 1 |
| Janney Montgomery Scott, LLC | New Hope, PA | Jul 2017 - Nov 2022 | 5 |
| Rutgers University - Student Affairs | New Brunswick, NJ | Apr 2014 - Jul 2017 | 3 |
| Rutgers University - Brower Commons | New Brunswick, NJ | Sep 2015 - Dec 2015 | < 1 |
| Kim Desarno | Springfield, NJ | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- NJ
- PA
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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