Lion Street Advisors, LLC
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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
Years of Experience
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Lion Street Advisors, LLC Brokerage Details
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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.
Southern Oak Advisory
Lion Street Financial
Lion Street Advisors
M Holdings Securities, Inc
Nylife Securities, LLC
New York Life Insurance Company
Gfg Strategic Advisors - Formerly Grant Financial Group
First Laurens Bank
Matthew Sweat has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC
Lake Oswego, OR