Gary David Lyons

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 07/2017 → Present
  Bank Of America, N.A.
  Chandler, AZ

Previous Registrations

• 2015-07-06 → 2015-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO

Other Businesses

I*4877267 Entity Type: For Profit Name of OBA: Miles Partnership/ Odyssey Studios Address: Lakewood, Colorado, 80226 Investment Related: No Position, Title, Association: Other Employee Start Date: 07/13/2026 Number of Hours: 5, Yearly Number of Hours during trading: 5, Yearly Duties: photo shoot and video - non speaking role, for a production company, in which my family will be featured with photos for a small tourism campaign in Wyoming outdoorsy photos called "Sweetwater County Photo Shoot"

Exams

• S66 Uniform Combined State Law Examination
  2015-07-02