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Steve Lyons

Partner at Cooke & Bieler

Investment adviser registrationPhiladelphia, PASEC record checked 17 October 2026

17
Years in the industry
17
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Steve Lyons is Partner of Cooke & Bieler, L.P., a Philadelphia investment adviser managing $10.6B. Steve Lyons has been registered through Cooke & Bieler since 7 May 2009 and has 17 years in the industry across 1 firm.

Role at Cooke & Bieler

Title on Schedule A
Partner
Control
Steve Lyons is not a control person of Cooke & Bieler.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Steve Lyons has held the filed role since October 2012.

The firm

Cooke & Bieler, L.P.
Philadelphia, PA

Form ADV filed 30 March 2026

$10.6B AUM209 clients14 advisers2 offices

Career on record

Steve Lyons has been registered through Cooke & Bieler since May 2009.

Firms and exams, newest first
  1. Cooke & Bieler, L.p.Current
    – present · 17 years
    Philadelphia, PA · Adviser representative · Firm CRD 113859

Registrations and exams

Steve Lyons has a current investment-adviser registration in Pennsylvania and has passed 0 qualifying exams.

Pennsylvania7 May 2009
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Steve Lyons’s record.

Individual record

Full name
Steve W Lyons
CRD
4209163
Firm
Cooke & Bieler, L.P.
Registration status
Investment adviser registration
Office
TWO COMMERCE SQUARE, 2001 MARKET STREET, SUITE 4000, Philadelphia, PA 19103
Firm bio
cooke-bieler.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Cooke & Bieler identifies Steve Lyons as a partner and analyst/portfolio manager. His earlier work included investment services, private equity and business valuation. Official firm biography

Education

  • He earned a BS in finance from Arizona State University and an MBA from the University of Chicago.Official firm biography

Common questions

Where does Steve Lyons work?

Steve Lyons has been Partner of Cooke & Bieler, L.P. since October 2012.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Steve Lyons a financial advisor?

Yes. Steve Lyons has a current investment-adviser registration in Pennsylvania, through Cooke & Bieler since May 2009, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Steve Lyons have?

Steve Lyons has worked in the financial industry for 17 years as of 17 October 2026, counted from 7 May 2009, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

Where is Steve Lyons based?

Steve Lyons’ registered office is in Philadelphia, PA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Cooke & Bieler

Sources

  1. IAPD individual record, CRD 4209163. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cooke & Bieler, L.P., filed 30 March 2026. Title, control and ownership bands.
  3. Cooke & Bieler team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Steve Lyons or Cooke & Bieler, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.