Michael
Fennessy
Lion Street Advisors, LLC
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About this Advisor
Michael Fennessy is a financial advisor based in Lake Oswego, Oregon, working with Lion Street Advisors, LLC. Michael has previously held positions at Guardian Investor Services, LLC, Park Avenue Securities LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, Lion Street Financial, LLC, Park Avenue Securities, LLC, and Guardian Life Insurance Co Of America. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Michael is part of Lion Street Advisors, LLC, which operates out of Lake Oswego, Oregon. 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
Michael Fennessy Work History
Lion Street Financial, LLC
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Ameritas Investment Corp
Ameritas Life Insurance Corp
Park Avenue Securities LLC
Guardian Investor Services, LLC
Disclosures
Please visit the SEC profile of Michael Fennessy 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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