Stacy
Hayes

Lion Street Advisors, LLC

CRD#4442704
Investment Advisor
in Tyler, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stacy Hayes is a financial advisor based in Tyler, Texas, with 10 years in the industry. Hayes works at Lion Street Advisors, LLC. Throughout their career, Hayes has worked at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Securities Inc, Woodbury Financial Services, Inc, Lion Street Financial and Lion Street Advisors. Hayes maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Lion Street Advisors, LLC is an advisory firm that has its headquarters in Tyler, Texas. It has offices in 27 locations and a total of 85 financial advisors. It handles $821 million in assets under management among its 3,174 client accounts, making it one of the larger firms in the nation by assets under management. Of its 3,174 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse array 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. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Lion Street Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

Yes

Office Location

1828 Ese Loop 323 Ste 200
Tyler, TX 75701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

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

85

TX Average: 49
Total Number of Accounts

3,174

TX Average: 2,315
Average Account Size

$258,631

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Stacy Hayes Work History

Stacy has 11 years of experience.

2017 - Present (3 years)

Lion Street Financial

2017 - Present (3 years)

Lion Street Advisors

2014 - 2017 (3 years)

Woodbury Financial Services, Inc

2013 - 2014 (1 year)

Bbva Securities Inc

2012 - 2014 (2 years)

Bbva Wealth Solutions Inc

2010 - 2013 (3 years)

Bbva Compass Investment Solutions, Inc

2009 - 2014 (5 years)

Compass Bank

Disclosures

Stacy Hayes has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Scott Tuxbury
Newton, MA
Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Thomas Horwat
Pittsburgh, PA
Jeffrey Tomaneng
Newton, MA
Lori Ellingson
Lake Oswego, OR
Kyle Wardlaw
Austin, TX
Robert Nienaber
Sacramento, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started