Lyons Wealth Management

Lyons Wealth Management (CRD# 150581) is a financial advisory firm headquartered in Winter Park, FL. They manage $234,449,469 in 268 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $874,811
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DE, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, WA, WI

Financial Advisors at Lyons Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Kerry M. Falconer
CRD#: 4573797
807 W Morse Blvd #105, Winter Park, FL 32789
93
Wealthminder
score

Kerry Falconer (CRD# 4573797) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 8 years of experience in the finance industry.

2
Brent E. Haworth
CRD#: 5690568
804 W. Morse Blvd., #105, Winter Park, FL 32789
93
Wealthminder
score

Brent Haworth (CRD# 5690568) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 8 years of experience in the finance industry.

3
Corey D. Roun
CRD#: 5690788
807 W Morse Blvd, #105, Winter Park, FL 32789
93
Wealthminder
score

Corey Roun (CRD# 5690788) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 7 years of experience in the finance industry.

4
Matthew N. Ferratusco
CRD#: 5995653
807 W Morse Blvd, # 105, Winter Park, FL 32789
90
Wealthminder
score

Matthew Ferratusco (CRD# 5995653) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 5 years of experience in the finance industry.

5
Alexander Read
CRD#: 2254224
807 W Morse Blvd, #105, Winter Park, FL 32789
81
Wealthminder
score

Alexander Read (CRD# 2254224) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 24 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.