Raymond James & Associates
46yrs
Top advisor by experience in Beaver
24yrs
Carly Lyons
Financial advisor at Stifel, Nicolaus & Company
Carly Lyons is a fiduciary financial advisor in Beaver, Pennsylvania, with 24 years in the industry. Carly joined Stifel, Nicolaus & Company in 2009, after three years at UBS Financial Services and less than a year at A. G. Edwards & Sons. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 62 advisors with offices in Beaver, and one of 60 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office274 Third Street, Beaver, PA 15009
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2009 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2006 – 2009UBS Financial Services Inc.Previously
- Apr 2003 – Apr 2003A. G. Edwards & Sons, Inc.Previously
Contact Carly
Local office(724) 728-0436Ask for Carly. (314) 342-2000Main office · St. Louis, MO 274 Third StreetBeaver, PA 15009Office · Get directions
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Questions to ask Carly
Tailored to Carly’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Carly
How do I contact Carly?
Call Carly’s local office at (724) 728-0436 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Carly Lyons.
How long has Carly been a financial advisor?
Carly has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Carly hold?
Series 66. Tap any license on this page to see what it allows.
Is Carly a fiduciary?
Carly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carly paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carly 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.
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