Miguel
Delgado
Lion Street Advisors, LLC
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About this Advisor
Miguel Delgado is a certified financial planner working in Austin, Texas, with a total of 2 years of industry experience. Delgado is on the advisory team at Lion Street Advisors, LLC. Throughout their career, Delgado has worked at David White & Associates, Ameritas Investment Corp, Ameritas Life Insurance Corp, Lion Street Financial and Lion Street Advisors. Delgado has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lion Street Advisors, LLC is a registered investment company based out of Austin, TX. It has offices in 27 locations and a total of 146 employees. It manages $1 billion in assets under management among its 4,709 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 4,709 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees charged by Lion Street Advisors, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Miguel Delgado Work History
Miguel has been registered as a financial advisor for 2 years.*
Lion Street Financial
Lion Street Advisors
Ameritas Investment Corp
Ameritas Life Insurance Corp
David White & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miguel Delgado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lion Street Advisors, LLC
Philadelphia, PA
Austin, TX
Austin, TX
Bellevue, WA
Lake Oswego, OR
Austin, TX
Dallas, TX
Mobile, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
