Bruce
Brownell
Lion Street Advisors, LLC
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About this Advisor
Bruce Brownell is a certified financial planner based in Ponte Vedra Beach, Florida with 4 years of relevant experience. Brownell is an employee of Lion Street Advisors, LLC. Over the course of their career, Brownell has held roles at Fulcrum Partners, LLC, Valmark Securities, Inc, Valmark Advisers, Inc, Lion Street Financial, Lion Street Advisors and Capacuity LLC. Brownell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Lion Street Advisors, LLC is a registered investment firm headquartered in Austin, TX. The firm has offices in 27 locations and a total of 146 employees. It administers $1 billion in assets among its 4,709 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 4,709 customer accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on the services provided. However, fee types billed by Lion Street Advisors, LLC most likely include 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
Bruce Brownell Work History
Bruce has been registered as a financial advisor for 4 years.*
Lion Street Financial
Lion Street Advisors
Capacuity LLC
Fulcrum Partners, LLC
Valmark Advisers, Inc
Valmark Securities, Inc
*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 Bruce Brownell 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
Bellevue, WA
Austin, TX
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Lake Oswego, OR
Lake Oswego, OR
Sevierville, TN
Austin, TX
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.
