Donald
Abernethy

Lion Street Advisors, LLC

CRD#3194164
Investment Advisor
in Fayetteville, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donald Abernethy is a financial advisor working in Fayetteville, New York with 2 years of industry experience. Abernethy currently works for Lion Street Advisors, LLC. Throughout their career, they have worked at Cadaret, Grant & Co., Inc, Oneida Wealth Management, Inc, Lion Street, Inc, Lion Street Financial, Lion Street Advisors and Wealth-Rx. Abernethy holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New York. Lion Street Advisors, LLC is a registered investment business operating out of Austin, TX. The investment advisory business has offices in 27 locations and a total of 146 employees. It manages $1 billion in assets across its 4,709 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 4,709 customer accounts, just 8% are held by high-net-worth clients who have at least $1 million in investable assets. The firm provides a number 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 management usually are based on which services the firm provides the client. Fee types charged by Lion Street Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

108 Buchmans Close Circle
Fayetteville, NY 13066

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$1,401,128,630

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

146

NY Average: 49
Total Number of Accounts

4,709

NY Average: 2,315
Average Account Size

$297,543

NY Average: $1,314,358

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

Donald Abernethy Work History

Donald has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Lion Street, Inc

2016 - Present (8 years)

Lion Street Financial

2016 - Present (8 years)

Lion Street Advisors

2016 - Present (8 years)

Wealth-Rx

2006 - 2016 (10 years)

Oneida Wealth Management, Inc

2003 - 2014 (11 years)

Cadaret, Grant & Co., 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 Donald Abernethy 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

George Papanier
Philadelphia, PA
Michael Fennessy
Lake Oswego, OR
Mallory Hall
Bellevue, WA
John Burmeister
Austin, TX
Nicholas Bowman
Austin, TX
Warren Stickney
Bellevue, WA
Robert Nienaber
Sacramento, CA
Jeffrey Ditsworth
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started