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Robert A Lyman

Johnson Lyman Wealth Advisors

Los Altos, CA

CRD 4697601

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Employer firm

Johnson Lyman Wealth Advisors CRD 150150

$202M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Johnson Lyman Wealth Advisors

4966 El Camino Real Suite 109, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-12-17
  • CA RA
    APPROVED
    Since 2009-12-17

Branch Locations

4966 El Camino Real Suite 109, Los Altos, CA 94022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Lyman, Inc. Los Altos CA 07/2015 Present
  • 07/2015 → Present
    Johnson Lyman, Inc.
    Los Altos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-26
  • S65 Uniform Investment Adviser Law Examination
    2003-07-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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