Lyle Casriel
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Private Wealth Management

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When it comes to finances, who do you turn to? You may face financial and legal hurdles when starting a business or new career. Or personally during a separation, divorce or loss of a loved one. Our team is committed to the practice of private wealth management in its truest form: a process of deep assessment of all aspects of your and your family’s financial matters from investments to estate planning to philanthropy.

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Lyle Casriel

Managing Director–Wealth Management

Private Wealth Advisor

Professional experience

  • UBS Financial Services Inc., Senior Vice President - Private Wealth Management, October 2008 - Present
  • Lehman Brothers, Associate, August 2006 - October 2008
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Lyle Casriel

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
  • Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron's Top 1,200 Financial Advisors, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Lyle Casriel

Education

  • B.A., Washington University in St. Louis
  • M.B.A., University of Southern California, Marshall School of Business

Credentials

  • Private Wealth Advisor

Lyle Casriel

299 Park Avenue
26th Floor
New York, NY 10171

Email Me

lyle.casriel@ubs.com
Lyle Casriel
299 Park Avenue,New York,NY,10171

Lyle Casriel

Managing Director–Wealth Management

Private Wealth Advisor

Professional experience

  • UBS Financial Services Inc., Senior Vice President - Private Wealth Management, October 2008 - Present
  • Lehman Brothers, Associate, August 2006 - October 2008
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Barron’s Top 50 Private Wealth Management Teams, 2019, 2020The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Education

  • B.A., Washington University in St. Louis
  • M.B.A., University of Southern California, Marshall School of Business

Credentials

  • Private Wealth Advisor
299 Park Avenue
26th Floor
New York, NY 10171
  • (212) 821-7066

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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