Lee Thomas Mann
Financial advisor at Lyon Wealth Advisors · Charlotte, NC
Last updated 2026-10-10
Claim your profileLee Thomas Mann is a financial advisor at Lyon Wealth Advisors in Charlotte, NC, CRD 6296619. Licenses and exams on the registration: Series 63. IAPD registration began 2017-10-18.
Registration
- CRD number
- 6296619
- Registration status
- Active
- IAPD registration
- 2017-10-18
- Industry Experience
- 8 years
- Work Experience
- 12 years
- States registered
- NC
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2014-02 to 2024-07 · The Vanguard Group, Inc. · Charlotte, NC
- 2024-08 to Present · Lyon Wealth Advisors Group, LLC · Charlotte, NC
Current employment
- Lyon Wealth Advisors · Charlotte, NC
Lyon Wealth Advisors
- Regulatory AUM
- $311,416,264
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 51.1% (High)
Lyon Wealth Advisors: advisors, services and reported ETF investments
About
Lee Thomas Mann is a CFP® financial advisor at Lyon Wealth Advisors in Charlotte, NC. Reported securities licenses include Series 63. The latest record indicates 8 years of industry experience and 12 years of reported work history. Reported roles include Lyon Wealth Advisors Group, LLC, The Vanguard Group, Inc..
SEC disclosures list additional business and community activities: Name Of Business: Poa - Mother Investment-Related: Address: Charlotte Nc Start Date: 1/2021 Approximate Hours/month: 1 Hours Devoted During Trading Hours: 0.
Lyon Wealth Advisors' firm-level Form ADV reports 3 advisors across 1 offices; approximately 75.0 clients per advisor, average assets per client of $1,384,072, and regulatory AUM of $311.4M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
What this firm offers
Filed by Lyon Wealth Advisors on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Accountant or Accounting Firm
Location
8816 Red Oak Blvd., Charlotte, NC 28217
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 704-424-9780
Official record
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