Best Investors Account Sign in

Alexander Read

Lyons Wealth Management

Winter Park, FL

Claim This Profile
Current Employers
Lyons Wealth Management

280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-30
  • FL RA
    APPROVED
    Since 2026-03-30

Branch Locations

280 W. Canton Ave Ste 430, Winter Park, FL 32789 • 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
Lyons Wealth Management Winter Park FL 07/2009 Present
Csg Capital Advisors Llc Orlando FL 01/2016 11/2017
Innovation Partners Llc Charlotte NC 08/2021 Present
  • 07/2009 → Present
    Lyons Wealth Management
    Winter Park, FL
  • 01/2016 → 11/2017
    Csg Capital Advisors Llc
    Orlando, FL
  • 08/2021 → Present
    Innovation Partners Llc
    Charlotte, NC
Previous Registrations
  • 2009-09-16 → 2025-12-31
    Lyons Wealth Management
    Winter Park, FL
  • 2009-08-03 → 2020-12-31
    Lyons Wealth Management
    Winter Park, FL
    Winter Park, FL
  • 1998-01-27 → 2009-12-22
    Alexander Read Investment Management, Inc.
    Winter Park, FL
Other Businesses

Lyons Wealth Management, LLC-1470 Gene Street, Winter Park, FL 32789-Investment Related, start date 2009. The RR is the CEO of a Registered Investment Advisor. Spends roughly 40 hours per week working with clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-09
S63 Uniform Securities Agent State Law Examination 1993-05-18
  • S65 Uniform Investment Adviser Law Examination
    1997-12-09
  • S63 Uniform Securities Agent State Law Examination
    1993-05-18
Other Names
  • Sander Read

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor