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 out of Pittsburgh, Pennsylvania with 4 years of industry experience. Price works at Lion Street Advisors, LLC. During their career, Price has held roles at Solenture, Inc, Solenture Advisors, LLC, Mid Atlantic Capital Corporation, Bpu Investment Management, Inc, Lion Street Financial and Lion Street Advisors. Price has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey, Ohio and Pennsylvania. Lion Street Advisors, LLC is a registered investment company that has its headquarters in Austin, TX. The firm has offices in 27 locations and a total of 146 employees. It has $1 billion in total assets between its 4,709 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 4,709 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lion Street Advisors, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. Fee types billed by Lion Street Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Two Gateway Center Ste 1600
Pittsburgh, PA 15222

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$1,401,128,630

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

146

PA Average: 49
Total Number of Accounts

4,709

PA Average: 2,315
Average Account Size

$297,543

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

Steven has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lion Street Financial

2019 - Present (5 years)

Lion Street Advisors

2002 - Present (22 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

*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 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

John Burmeister
Austin, TX
Mallory Hall
Bellevue, WA
Nicholas Bowman
Austin, TX
Michael Fennessy
Lake Oswego, OR
George Papanier
Philadelphia, PA
Derek Dukart
Lake Oswego, OR
Trevor Lattin
Carlsbad, CA
Simon Owen
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.

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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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