Alexander Read has been CCO of Lyons Wealth Management since June 2009, is a control person of the firm and directly owns 75% or more of it.
Lyons Wealth Management, LLC is a Winter Park, FL firm with $109M under management, 112 clients and 3 advisers in one office, as of its April 2026 filing.
Alexander Read’s longest registration was 16 years at Lyons Wealth Management (2009–2025). Before joining Lyons Wealth Management in 2026, Alexander Read was registered through Alexander Read Investment Management, Inc.
- Lyons Wealth ManagementCurrent– present · under a yearWinter Park, FL · Adviser representative · Firm CRD 150581
- Alexander Read Investment Management, Inc.– · 11 yearsWinter Park, FL · Adviser representative · Firm CRD 110635
Investment adviser representative registrations
Alexander Read is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 30 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 November 2016 |
| Series 3 | National Commodity Futures Examination | 10 September 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 May 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 2254224
- Firm
- Lyons Wealth Management · CRD 150581
- Role
- CCO
- Office
- 280 W. CANTON AVE STE 430, Winter Park, FL 32789
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Alexander Read work?
Alexander Read has been CCO of Lyons Wealth Management, LLC since June 2009, and is a control person of the firm.
Is Alexander Read a financial advisor?
Yes. Alexander Read has a current investment-adviser registration in Florida, through Lyons Wealth Management since March 2026.
How many years of experience does Alexander Read have?
Alexander Read has 32 years in the financial industry, since September 1994, across 2 adviser firms.
What exams has Alexander Read passed?
Alexander Read has passed 4 licensing exams: the Series 63, Series 65, Series 3 and Series 7. The earliest, the Series 63, was passed in May 1993. FINRA credited Alexander Read with the SIE, which began in October 2018.
Where did Alexander Read work before Lyons Wealth Management?
Before Lyons Wealth Management, Alexander Read was registered through Alexander Read Investment Management, Inc., January 1998 to December 2009.
Where is Alexander Read based?
Alexander Read’s registered office is in Winter Park, FL.
Is Alexander Read registered with FINRA?
Yes. Alexander Read has a current broker registration, under CRD 2254224.
Source: FINRA BrokerCheck
How can I verify Alexander Read’s record?
Search CRD 2254224 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alexander Read’s full registration record.