Eric Lyons, financial advisor Morristown NJ

Eric Lyons

CRD Number: 2296000
Current Firm: Private Advisor Group, LLC

Eric Lyons (CRD# 2296000) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 30 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Oct 2022 - Current 1
Lpl Financial LLC Morristown, NJ Oct 2022 - Current 1
Signature Securities New York, NY Sep 2019 - Oct 2022 3
Self Employed Upper Saddle River, NJ Feb 2019 - Aug 2019 < 1
Diamond Wholesale Corp Moonachie, NJ Jun 2018 - Jan 2019 < 1
Terra Capital Markets, LLC New York, NY Oct 2014 - May 2018 3
Coastal Equities, Inc. Wilmington, DE Aug 2014 - Oct 2014 < 1
Blackbook Capital New York, NY Oct 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Feb 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric J. Lyons
Phone Number: 973-538-7010
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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