Andrew
Nevin
Lion Street Advisors, LLC
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About this Advisor
Andrew Nevin is a financial advisor based in San Ramon, California, working with Lion Street Advisors, LLC. Andrew has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, David White And Associates, Lion Street Advisors, Peak360 Wealth Management, and Lion Street Financial. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Lion Street Advisors, LLC, which operates out of San Ramon, California. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Nevin Work History
Lion Street Advisors
Peak360 Wealth Management
Lion Street Financial
Ameritas Investment Corp
Ameritas Life Insurance Corp
David White And Associates
Disclosures
Please visit the SEC profile of Andrew Nevin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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