Steven
Price

Lion Street Advisors, LLC

CRD#2543650
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Steven Price is a financial advisor based in Pittsburgh, Pennsylvania, working with Lion Street Advisors, LLC. Steven has previously held positions at Solenture, Inc, Solenture Advisors, LLC, Mid Atlantic Capital Corporation, Lion Street Financial, Lion Street Advisors, and Bpu Investment Management, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, Ohio, and Pennsylvania. Currently, Steven is part of Lion Street Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. 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

Series 63, Series 65

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

307 Broad Street Suite 1300
Pittsburgh, PA 15222

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$2,341,977,930

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

156

PA Average: 49
Total Number of Accounts

7,526

PA Average: 2,315
Average Account Size

$311,185

PA 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

Steven Price Work History

2019 - Present (6 years)

Lion Street Financial

2019 - Present (6 years)

Lion Street Advisors

2002 - Present (23 years)

Solenture, Inc

2016 - 2019 (3 years)

Bpu Investment Management, Inc

2006 - 2016 (10 years)

Mid Atlantic Capital Corporation

2004 - 2016 (12 years)

Solenture Advisors, LLC

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Disclosures

Please visit the SEC profile of Steven Price 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

Jordan Holding
Tampa, FL
Davonta Martin
Bellevue, WA
Cody Jochim
Fargo, ND
Andrew Kuchera
Austin, TX
Claude Smith
Cleveland, OH
Joseph Kuehn
Austin, TX
Michael Cowart
Mobile, AL
Kurt Scardino
Weimar, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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