WILLIAM LYLE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-03-31 | 2025-03-31 | — |
| CAPFINANCIAL PARTNERS, LLC | 2015-11-18 | 2020-04-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-03-06 | 2015-09-29 | — |
| ONEAMERICA SECURITIES, INC. | 2011-12-23 | 2013-07-22 | — |
| CAPFINANCIAL SECURITIES, LLC. | 2011-05-30 | 2011-08-08 | — |