Advisor at Storehouse Investments Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Storehouse Investments Llc
Location
New Castle, PA 16105
Credentials
Series 63, Series 66
Industry experience
15 years
Financial planning fees range from $500 to $5,000 flat fee
$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually
$100 per hour for financial consulting services
Account minimum: $10,000 per household
Farrell Area School District
2024 - Present (2 years)
Farrell Area School Distrcit
2023 - 2024 (1 year)
Lawrence Co. Sports Hall of Fame
2021 - Present (5 years)
City of New Castle
2020 - Present (6 years)
Robert Lyles, Sole Proprietor
2020 - Present (6 years)
Storehouse Investments Llc
2019 - Present (7 years)
Sa Stone Investment Advisors Inc. Dba Williams Cleaveland Financ
2017 - 2019 (2 years)
SA Stone Wealth Management Inc. dba Williams-Cleaveland Financial
2016 - 2019 (3 years)
Williams Cleaveland Company
2016 - 2020 (4 years)
Robert E. Lyles Sole Proprietor
2015 - Present (11 years)
PNC investments
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Grove City, PA
Edward Jones
Series 63, Series 66
Hubbard, OH
Edward Jones
Series 66
Grove City, PA
Edward Jones
Series 63, Series 65
Hubbard, OH
Edward Jones
Series 65
Poland, OH
Total Financial Management, LLC
Series 63, Series 65
New Castle, PA
Bill Messner Contrarian Investment Advisory, LLC
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