Strategic Advisers
31yrs
Top advisor by experience in Edgewood
2yrs
Nicholas Lyons
Financial advisor at Strategic Advisers
Nicholas Lyons has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Edgewood, Kentucky. Nicholas joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 28 advisors with offices in Edgewood, and one of 26 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeEdgewood, KY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Career
- Sep 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Nicholas
How do I contact Nicholas?
Call Strategic Advisers at 617-563-7000 and ask for Nicholas Lyons. Nicholas works from the Edgewood, KY office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Nicholas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nicholas 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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