Matthew
Sweat

Lion Street Advisors, LLC

CRD#6084584
Investment Advisor
in Dublin, GA

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About this Advisor

Matthew Sweat is an advisor located in Dublin, Georgia. Currently an advisor at Lion Street Advisors, LLC, they have gathered 10 years of professional experience as a financial advisor. Sweat has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Sweat is able to advise clients in Georgia. Over the course of their career, they have held roles at Nylife Securities, LLC, New York Life Insurance Company, First Laurens Bank, Gfg Strategic Advisors - Formerly Grant Financial Group, M Holdings Securities, Inc, Southern Oak Advisory, Lion Street Financial and Lion Street Advisors. Lion Street Advisors, LLC is based out of Dublin, Georgia, and operates out of 27 other offices throughout the nation. As a firm, Lion Street Advisors, LLC manages $821 million in assets throughout 3,174 accounts and employs more than 85 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. The firm manages 2,400 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Lion Street Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

306 Academy Ave Ste 106
Dublin, GA 31021

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

GA Average: $3,042,739,679
Total Number of Employees

85

GA Average: 49
Total Number of Accounts

3,174

GA Average: 2,315
Average Account Size

$258,631

GA Average: $1,314,358

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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

Matthew Sweat Work History

Matthew has 11 years of experience.

2019 - Present (1 year)

Southern Oak Advisory

2019 - Present (1 year)

Lion Street Financial

2019 - Present (1 year)

Lion Street Advisors

2013 - 2019 (6 years)

M Holdings Securities, Inc

2012 - 2013 (1 year)

Nylife Securities, LLC

2012 - 2013 (1 year)

New York Life Insurance Company

2012 - 2019 (7 years)

Gfg Strategic Advisors - Formerly Grant Financial Group

2009 - 2012 (3 years)

First Laurens Bank

Disclosures

Matthew Sweat has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Robert Nienaber
Sacramento, CA
Kyle Wardlaw
Austin, TX
Jeffrey Tomaneng
Newton, MA
Coby Harper
Sevierville, TN
Lori Ellingson
Lake Oswego, OR
Jonathan Krueger
Chesterfield, MO

This content was compiled from the SEC and FINRA.

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