Erica Lyall has been an investment adviser representative at Strategic Advisory Partners since October 2025, and is not listed among the firm’s executive officers or direct owners. Erica Lyall holds a Bachelor of Arts in Economics and Spanish from Wake Forest University.
Strategic Advisory Partners, LLC is a Greensboro, NC firm with $191M under management, 346 clients and 4 advisers in one office, as of its March 2026 filing.
Erica Lyall is Financial Advisor of Strategic Advisory Partners, LLC. Lyall has more than 20 years of experience in wealth management and philanthropy. Before joining the firm, Lyall served as a Wealth Management Advisor at BB&T (now Truist) and at boutique firms such as Hutchinson Family Offices, where she specialized in supporting women through divorce and beyond.
Erica Lyall’s longest registration was 2 years at BB&T Investment Services, Inc. (2004–2007). Before joining Strategic Advisory Partners in 2025, Erica Lyall was registered through Modera Wealth Management, LLC and Parsec Financial.
- Strategic Advisory PartnersCurrent– present · 1 yearGreensboro, NC · Adviser representative · Firm CRD 314842
- Modera Wealth Management, LLC– · 2 yearsWinston-Salem, NC · Adviser representative · Firm CRD 155649
- Parsec Financial– · under a yearWinston-Salem, NC · Adviser representative · Firm CRD 104919
- Strategic Blueprint, LLC– · 1 yearGreensboro, NC · Adviser representative · Firm CRD 284840
- Avid Wealth Management, LLC– · under a yearWinston Salem, NC · Adviser representative · Firm CRD 301619
- LPL Financial Corporation– · under a yearWinston Salem, NC · Adviser representative · Firm CRD 6413
- Uvest Financial Services Group, Inc.– · 1 yearWinston-Salem, NC · Adviser representative · Firm CRD 13787
- BB&T Investment Services, Inc.– · 2 yearsWinston Salem, NC · Adviser representative · Firm CRD 33856
Professional designations
Listed by Strategic Advisory Partners
- CFP
- CDFA
Investment adviser representative registrations
Erica Lyall is registered as an investment adviser representative in North Carolina, since October 2025.
- North CarolinaSince 14 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 2001 |
| Series 7 | General Securities Representative Examination | 30 January 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erica Rohlfing Lyall
- CRD
- 4286885
- Firm
- Strategic Advisory Partners · CRD 314842
- Office
- 3819 LAWNDALE DRIVE, Greensboro, NC 27455
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicadvisorypartners.com
Where does Erica Lyall work?
Erica Lyall is an investment adviser representative registered through Strategic Advisory Partners, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Erica Lyall a financial advisor?
Yes. Erica Lyall has a current investment-adviser registration in North Carolina, through Strategic Advisory Partners since October 2025.
How many years of experience does Erica Lyall have?
Erica Lyall has 10 years in the financial industry, since February 2016, across 8 adviser firms.
What exams has Erica Lyall passed?
Erica Lyall has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2001.
Where did Erica Lyall work before Strategic Advisory Partners?
Before Strategic Advisory Partners, Erica Lyall was registered through Modera Wealth Management, LLC, April 2023 to October 2025; Parsec Financial, May 2022 to April 2023; Strategic Blueprint, LLC, October 2020 to March 2022; Avid Wealth Management, LLC, February 2020 to September 2020; LPL Financial Corporation, March 2008 to August 2008; Uvest Financial Services Group, Inc., February 2007 to March 2008; BB&T Investment Services, Inc., May 2004 to February 2007.
Where is Erica Lyall based?
Erica Lyall’s registered office is in Greensboro, NC.
Is Erica Lyall registered with FINRA?
No. Erica Lyall has no current broker registration.
Is Erica Lyall a CFP?
Strategic Advisory Partners lists Erica Lyall with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: Erica Lyall biography, strategicadvisorypartners.com
How can I verify Erica Lyall’s record?
Search CRD 4286885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erica Lyall’s full registration record.
