Merrill
43yrs
Top advisor by experience in Chester
30yrs
Nancy Lyons has worked in the financial industry for 30 years and is a financial advisor based in Chester, New Jersey. After nine years at UBS Financial Services and three years at Morgan Stanley DW, Nancy joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience at Merrill
Office172 Main St, Chester, NJ 07930
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowMerrillCurrent firm
- 2006 – 2016UBS Financial Services Inc.Previously
- 2003 – 2006Morgan Stanley DW Inc.Previously
- Jun 2002 – May 2003Prudential Equity Group, LLCPreviously
Contact Nancy
(800) 637-7455Firm headquarters in New York, NY. Ask for Nancy. 172 Main StChester, NJ 07930Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nancy
How do I contact Nancy?
Call Merrill at (800) 637-7455 and ask for Nancy Lyons. Nancy works from the Chester, NJ office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1996, about 30 years. Top 15% by experience at Merrill.
What licenses does Nancy hold?
Series 63. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nancy paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
43yrs
Top 2% by experience in New Jersey
Osaic Wealth
41yrs
Top 3% by experience nationwide
Covenant Asset Management
40yrs
Top advisor by experience at Covenant Asset Management
Edward Jones
39yrs
Top 1% by experience at Edward Jones
RBC Capital Markets
35yrs
Top 8% by experience nationwide