DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Lyle
Certified Financial Planner
Feed of 09/15/2026
Also filed as Will F Lyle
At current firm
1 y
since Mar 31, 2025
In the industry
15 y
since May 27, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Hudson, Oh
- Fidelity Personal And Workplace Advisors formerMar 31, 2020 to Mar 31, 2025 · Woodmere Village, Oh
- Captrust institutionalNov 18, 2015 to Apr 1, 2020 · Akron, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 6, 2014 to Sep 29, 2015 · Encino, Ca
- Oneamerica Securities, Inc. BD affiliatedDec 23, 2011 to Jul 22, 2013 · Indianapolis, In
- Captrust Financial Advisors formerMay 30, 2011 to Aug 8, 2011 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Captrust to Fidelity Personal And Workplace Advisorsleft Apr 1, 2020, registered Mar 31, 2020 (-1 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Captrustleft Sep 29, 2015, registered Nov 18, 2015 (50 days) · Other
- Oneamerica Securities, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 22, 2013, registered Mar 6, 2014 (227 days) · Other
- Captrust Financial Advisors to Oneamerica Securities, Inc.left Aug 8, 2011, registered Dec 23, 2011 (137 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address