Eric
Stiba
Lion Street Advisors, LLC
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About this Advisor
Eric Stiba is a financial advisor operating in Waco, Texas with a total of 7 years of industry experience. Stiba is an advisor for Lion Street Advisors, LLC. Their career trajectory has included roles at Woodbury Financial Services Inc, Lion Street Financial and Lion Street Advisors. Stiba has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Hampshire and Texas. Lion Street Advisors, LLC is an advisory firm that has its headquarters in Austin, TX. The firm has offices in 27 locations and a total of 146 people on staff. It handles $1 billion in total assets between its 4,709 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 4,709 customer accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets available to invest. Lion Street Advisors, LLC offers a number 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types billed by Lion Street Advisors, LLC can include some 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
Eric Stiba Work History
Eric has been registered as a financial advisor for 7 years.*
Lion Street Financial
Lion Street Advisors
Woodbury Financial Services 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 Eric Stiba 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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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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