Kurt
Scardino
Lion Street Advisors, LLC
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About this Advisor
Kurt Scardino is a financial advisor operating out of Weimar, Texas with a total of 4 years of industry experience. Scardino is an advisor for Lion Street Advisors, LLC. Over the course of their career, Scardino has held roles at Texas A&M University, Direct Energy, Cardinal Health, Full Time Student, Lion Street Financial and Lion Street Advisors. Scardino maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Lion Street Advisors, LLC is an advisory firm operating out of Austin, TX. The company has offices in 27 locations and a total of 146 advisors. It has $1 billion in total assets among its 4,709 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 4,709 client accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. Lion Street Advisors, LLC provides a number 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. A financial advisor's fees depend on which service is provided. However, fees charged by Lion Street Advisors, LLC can be comprised of 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
Kurt Scardino Work History
Kurt has been registered as a financial advisor for 4 years.*
Lion Street Financial
Lion Street Advisors
Cardinal Health
Cardinal Health
Direct Energy
Direct Energy
Texas A&M University
Full Time Student
*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 Kurt Scardino 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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