John
Cole
Lion Street Advisors, LLC
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About this Advisor
John Cole is a financial advisor based in Newton, Massachusetts, working with Lion Street Advisors, LLC. John has previously held positions at John Hancock Funds LLC, John Hancock, Oakley Country Club, Lion Street Financial, and Lion Street Advisors. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, John is part of Lion Street Advisors, LLC, which operates out of Newton, Massachusetts. 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
John Cole Work History
Lion Street Financial
Lion Street Advisors
John Hancock Funds LLC
John Hancock
Oakley Country Club
Disclosures
Please visit the SEC profile of John Cole 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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