Michael Lomas (CRD# 2672193) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has over 27 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services LLC | Jupiter, FL | Sep 2015 - Current | 8 |
| Neiman Fds Mgmt | Williamsville, NY | Dec 2009 - Current | 14 |
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Jan 2008 - Current | 16 |
| Self Employed | Depew, NY | Jul 1996 - Current | 27 |
| Blackridge Asset Management LLC | Williamsville, NY | Sep 2015 - Feb 2020 | 4 |
| Next Financial Group | Williamsville, NY | Jan 2000 - Sep 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
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- FL
- LA
- NY
- TX
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Total Assets Under Management954MILLIONS
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Total Number of Accounts5,873ACCOUNTS
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Average Account Value$162,409
- A percentage of assets under your management
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CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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