Lyon Polk

Firm: Morgan Stanley Private Wealth Management

  • Email Undisclosed
  • Phone Number Undisclosed
  • Years Of Experience
  • Undisclosed
  • Years At Current Firm
  • Undisclosed
  • Certifications
  • Managing Director, Private Wealth Advisor, Institutional Consulting Director, Portfolio Management Director.
  • Disclosure Obtained From SEC
  • 0
  • Team Size
  • Undisclosed
  • Team Assets
  • Undisclosed

What should I know about Lyon Polk?

Lyon Polk is the founder of The Polk Wealth Management Group at Morgan Stanley, a 32 person team. His areas of concentration include investment management, portfolio construction, and alternative investments. Notably, Lyon’s Team is helping develop a new Family Office model at Morgan Stanley, which serves to deliver a unique experience to clients. This model focuses on select ultra-high net worth families, helping them to manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized investment opportunities. Lyon has been recognized yearly from 2008 to 2022 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, 2020, and 2021 was ranked #1 in the country. Additionally, Lyon has been named to Barron’s Advisor Hall of Fame (2019) and Barron’s Best-In-State Advisors (2020-2022).

What does Lyon Polk Specialize in?

Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.

  • Managing Director
  • Private Wealth Advisor
  • Institutional Consulting Director
  • Portfolio Management Director

More about Lyon Polk

Data obtained from U.S. Securities and Exchange Commission updated as of 04/25/2025

Disclosure Events

  • This advisor has no disclosure filings

Data obtained from U.S. Securities and Exchange Commission. When financial advisors have events in their practice that could influence their ability to advise clients, they’re required to disclose those events to regulators. Such disclosure event filings can include certain criminal and civil matters, regulatory actions against them, customer complaints or instances of arbitration or termination of employment. The existence of such filings may not result in censure or penalty for an advisor and customer complaints against advisors may be frivolous. Also, such filings may not represent all regulatory or legal actions against a firm or advisor.

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