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Advisors / Massachusetts / Boston
10yrs

Timothy Lyons

Financial advisor at Merrill

Timothy Lyons has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Boston, Massachusetts. Timothy has been with Merrill since 2017. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02110Fiduciary advisor
Call the officeDirections

At a glance

Experience10 years (since 2017)
How that compares ?10 years in the industry
Office100 Federal St, Boston, MA 02110
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 ?1 state

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 66Uniform Combined State Law Examination

Career

  1. 2017 – now
    MerrillCurrent firm

Questions to ask Timothy

Tailored to Timothy’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Timothy

How do I contact Timothy?

Call Timothy’s local office at (617) 946-4000 or the Merrill main office at (800) 637-7455, and ask for Timothy Lyons.

How long has Timothy been a financial advisor?

Timothy has been in the industry since 2017, about 10 years. 10 years in the industry.

What licenses does Timothy hold?

Series 66. Tap any license on this page to see what it allows.

Is Timothy a fiduciary?

Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Timothy paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Timothy 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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