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Scott Anthony Lyssy

Advisor at Raymond James Financial — Floresville, TX

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Floresville, TX 78114

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,986 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Scott Lyssy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 registrations and 21 years of industry experience. He has worked with Raymond James since 2015 and previously spent five years at Edward Jones. Lyssy also manages SL Operations LLC, which supports his advisory practice, The Lyssy Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes personalized, non-discretionary advice using risk profiling and modeling tools, and offers unique municipal advisor affiliations and specialized retirement plan consulting services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Floresville, TX

1020 C Street

Floresville TX 78114

Advisors at this office

1

Most active in

Texas

Work history

21 years of industry experience

Raymond James Financial Services Advisors INC.

2016 - Present • 10 years

Floresville, TX

The Lyssy Group

2015 - Present • 11 years

Floresville, TX

Sl Operations Llc

2015 - Present • 11 years

Floresville, TX

Raymond James financial Services

2015 - Present • 11 years

Floresville, TX

Edward Jones

2010 - 2015 • 5 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew S

Series 65

Falls City, TX

Dynamic

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Craig N

Series 66

Falls City, TX

Dynamic

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
user avatar

Kathryn P

Series 66

Floresville, TX

Edward Jones

Kathryn Prescott is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hector M

Series 66

Floresville, TX

Edward Jones

Hector Mendez is a financial advisor with Edward Jones in Floresville, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anton D

Series 63

Falls City, TX

Ameriprise

Anton Dziuk is a financial advisor with Ameriprise in Falls City, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the boards of Commerce Bank Texas and the Falls City Education Foundation, and is involved in family ranch hunting operations through a management LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering non-discretionary recommendations in collaboration with advisors like Dziuk, and provides a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brock D

Series 66

Poth, TX

Ameriprise

Brock Dunn is a financial advisor with Ameriprise who holds a Series 66 designation and has 12 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Dunn is also involved as an advisor and COO for Mesquite Wealth Management Group through a payroll arrangement with SONT1314 LLC. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with client advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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