Daniel
Aceti
Lion Street Advisors, LLC
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About this Advisor
Daniel Aceti is a financial advisor based in Charlotte, North Carolina, working with Lion Street Advisors, LLC. Daniel has previously held positions at Corporate Benefit Advisors, Executive Benefits Group, Inc, Nfp Securities, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Lion Street Financial, and Lion Street Advisors. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Daniel is part of Lion Street Advisors, LLC, which operates out of Charlotte, North Carolina. 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
Daniel Aceti Work History
Lion Street Financial
Lion Street Advisors
Executive Benefits Group, Inc
Corporate Benefit Advisors
Kestra Advisory Services, LLC
Nfp Securities, Inc
Kestra Investment Services, LLC
Disclosures
Please visit the SEC profile of Daniel Aceti 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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