Olivia Lyons

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2022 → 08/2023
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → 08/2023
  Ronald Hicks And Associates
  Williamsville, NY
• 12/2020 → 02/2021
  Robert Half - Temporary Agency
  Buffalo, NY
• 03/2020 → 12/2020
  Unemployed
  Buffalo, NY
• 01/2018 → 03/2020
  The Barrel
  Rochester, NY
• 11/2018 → 11/2018
  Selective Staffing Solutions
  Buffalo, NY
• 09/2017 → 12/2017
  Unemployed
  Buffalo, NY
• 01/2017 → 08/2017
  Unemployed
  Buffalo, NY
• 08/2016 → 12/2016
  Transitowne
  Elma, NY
• 08/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2023 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2022-10-20 → 2023-08-09
  Equitable Advisors, Llc
  Williamsville, NY

Other Businesses

LEE KROENING POSITION: Executive Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 8 START DATE: 08/07/2023 ADDRESS: 61 John Muir Dr, Ste 100, Amherst NY 14228, United States DESCRIPTION: Assisting advisors with calls, emails, paperwork, and administrative duties.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-08