David Robert Lyon

Employer firm

Lyon Wealth Advisory LLC CRD 335837

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 03/2022 → 09/2023
  Bank Of America
  Fresno, CA
• 06/2019 → 02/2022
  Taft Point Llc
  Fresno, CA
• 07/2019 → 02/2022
  Ice Lake Llc
  Fresno, CA
• 03/2015 → 10/2018
  Sarl 100 Ordener
  Paris
• 11/2018 → 06/2019
  N/A
  Fresno, CA
• 10/2023 → 10/2024
  Mariner Independent Advisor Network, Llc
  Overland Park, KS
• 09/2023 → 10/2024
  Warner Wealth Strategies
  Fresno, CA
• 10/2023 → 10/2024
  Lpl Financial Llc
  Fresno, CA
• 01/2025 → 02/2025
  Ministry Partners Securities, Llc
  Brea, CA
• 01/2025 → Present
  Lyon Wealth Advisory, Llc
  Madera, CA

Previous Registrations

• 2025-01-10 → 2025-02-18
  Ministry Partners Securities, Llc
  Brea, CA
  Fresno, CA
• 2023-10-19 → 2024-10-17
  Mariner Advisor Network
  Fresno, CA
• 2022-06-28 → 2023-09-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
  New York, NY
  Selma, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-25

Designations

• Certified Financial Planner

Other Names

• David Mestaz
• David Mestaz-Lyon
• David R Lyon
• David Lyon