ChooseAFinancialAdvisor.com
Advisors / New York / Olea
3yrs

Nick Lyons

Financial advisor at Cetera Investment Advisers

Nick Lyons has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Olea, New York. After two years at Commonwealth Financial Network and less than a year at Edward Jones, Nick joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Olea, NY 14760Fiduciary advisor
Call Cetera Investment AdvisersDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office301 N Union Street Suite 304, Olea, NY 14760
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment 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

  1. Nov 2025 – now
  2. Feb 2024 – Nov 2025
  3. Oct 2023 – Dec 2023
    Edward JonesPreviously

Contact Nick

(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Nick. 301 N Union Street Suite 304
Olea, NY 14760Office · Get directions

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Questions to ask Nick

Tailored to Nick’s registration and firm.

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

My notes and scorecard

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About Nick

How do I contact Nick?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Nick Lyons. Nick works from the Olea, NY office.

How long has Nick been a financial advisor?

Nick has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Nick hold?

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

Is Nick a fiduciary?

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

How is Nick paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nick 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.