Leo David Lyons

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2010 → 11/2019
  Giants Stadium Llc
  East Rutherford, NJ
• 11/2019 → 09/2020
  Unemployed
  Carmel, IN
• 09/2020 → 12/2022
  Trueblood Real Estate
  Carmel, IN
• 08/2022 → 12/2022
  Accurity Consolidated
  Zionsville, IN
• 12/2022 → 07/2023
  Unemployed
  Zionsville, IN
• 07/2023 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 10/2025 → Present
  Schwab Wealth Advisory Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-04-22
• S63 Uniform Securities Agent State Law Examination
  2023-11-01

Other Names

• Dave Lyons