Travis
Sollinger
Lion Street Advisors, LLC
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About this Advisor
Travis Sollinger is a certified financial planner based out of Pittsburgh, Pennsylvania who has 4 years of relevant experience. Sollinger currently works for Lion Street Advisors, LLC. Their career trajectory has included roles at Fort Pitt Capital Group Inc, Lion Street Advisors, Lion Street Financial, Fort Pitt Capital Group LLC, Citizens Bank, Citizens Securities Inc, Pruco Securities LLC and Solenture. Sollinger maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Lion Street Advisors, LLC is an advisory company 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 total assets across its 4,709 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 4,709 client accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a broad set 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 charged by financial advisors usually depend on which service is offered. However, fee types billed by Lion Street Advisors, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Travis Sollinger Work History
Travis has been registered as a financial advisor for 4 years.*
Lion Street Advisors
Lion Street Financial
Solenture
Pruco Securities LLC
Citizens Bank
Citizens Securities Inc
Fort Pitt Capital Group LLC
Fort Pitt Capital Group 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 Travis Sollinger 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
Austin, TX
Bellevue, WA
Austin, TX
Philadelphia, PA
Lake Oswego, OR
Austin, TX
Austin, TX
San Ramon, CA
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.
