Travis
Sollinger
Lion Street Advisors, LLC
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About this Advisor
Travis Sollinger is a financial advisor based in Pittsburgh, Pennsylvania, working with Lion Street Advisors, LLC. Travis has previously held positions at Fort Pitt Capital Group Inc, Citizens Bank, Citizens Securities Inc, Lion Street Advisors, Lion Street Financial, Fort Pitt Capital Group LLC, Pruco Securities LLC, and Solenture. Travis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Travis 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
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
Travis Sollinger Work History
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
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
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Bellevue, WA
Mobile, AL
Fargo, ND
Bellevue, WA
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