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David Lyness

Strategic Advisers LLC

Glen Allen, VA

Glen Allen, VA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Glen Allen, VA • 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
Olstein Capital Management Purchase NY 08/2014 12/2016
Adp Richmond VA 01/2017 06/2018
Paycor Richmond VA 07/2018 03/2020
Mutual Of Omaha Investor Services Richmond VA 07/2019 09/2019
Acorn Financial Advisory Services, Inc. Reston VA 10/2019 06/2020
Leahy Consulting Services Midlothian VA 03/2020 02/2021
Fidelity Investments Glen Allen VA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 12/2016
    Olstein Capital Management
    Purchase, NY
  • 01/2017 → 06/2018
    Adp
    Richmond, VA
  • 07/2018 → 03/2020
    Paycor
    Richmond, VA
  • 07/2019 → 09/2019
    Mutual Of Omaha Investor Services
    Richmond, VA
  • 10/2019 → 06/2020
    Acorn Financial Advisory Services, Inc.
    Reston, VA
  • 03/2020 → 02/2021
    Leahy Consulting Services
    Midlothian, VA
  • 04/2021 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-117535|OrgNmn:Virginia Lacrosse Academy |Org Addr:Richmond ,Virginia,US|OBA Nature:Youth Sports |Invst Rel:N|Title:VP - Program Director|Duties:Coaching and Administration |StrtDt:03-13-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-128048|OrgNmn:DRHS|Org Addr:glen allen,Virginia,US|OBA Nature:Sports|Invst Rel:N|Title:Coach|Duties:Coaching|StrtDt:03-02-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-27
S63 Uniform Securities Agent State Law Examination 2014-09-17
  • S66 Uniform Combined State Law Examination
    2019-08-27
  • S63 Uniform Securities Agent State Law Examination
    2014-09-17
Other Names
  • David Walsh Lyness

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
CARLSON FINANCIAL
HUB INVESTMENT PARTNERS, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

More in Glen Allen, VA

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