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Liam Dunning Fitzgerald

Lyon Wealth Advisors

Charlotte, NC

CRD 7127966

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Employer firm

Lyon Wealth Advisors CRD 325041

$311M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Lyon Wealth Advisors

8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-30
  • NC RA
    APPROVED
    Since 2023-03-30

Branch Locations

8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • 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
The Vanguard Group, Inc. Charlotte NC 06/2020 01/2023
Chick-Fil-A Midlothian VA 08/2015 05/2019
Liberty University Lynchburg VA 08/2016 05/2020
The Vanguard Group, Inc. Charlotte NC 05/2019 08/2019
Lyon Wealth Advisors Group, Llc Charlotte NC 02/2023 Present
  • 06/2020 → 01/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2015 → 05/2019
    Chick-Fil-A
    Midlothian, VA
  • 08/2016 → 05/2020
    Liberty University
    Lynchburg, VA
  • 05/2019 → 08/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2023 → Present
    Lyon Wealth Advisors Group, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
  • S66 Uniform Combined State Law Examination
    2020-09-04
Designations
  • Certified Financial Planner
Other Names
  • Liam Fitzgerald

View on SEC IAPD

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JOSHUA REESE BAILEY
PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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