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Andrew Schiro

Lion Street Advisors, LLC

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About Andrew Schiro

Andrew Schiro is an investment advisor representative with Lion Street Advisors, LLC. Andrew has been in the financial services industry for over 30 years. Andrew has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.

Firm Information

Andrew Schiro is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Schiro’s Registration & Firm History

TX

12/05/2024 - Present

Lion Street Advisors, LLC (Houston TX)

TX

07/28/2011 - 02/07/2014

MML INVESTORS SERVICES, LLC (HOUSTON TX)

TX

12/08/2003 - 08/12/2010

NYLIFE SECURITIES LLC (HOUSTON TX)

AL

04/26/2001 - 08/06/2003

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

IA

02/25/2000 - 05/02/2001

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MI

04/08/1997 - 03/01/2000

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

04/17/1996 - 04/08/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MI

06/15/1995 - 04/22/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

IA

10/26/1994 - 11/22/1994

DICKINSON & CO. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 06/22/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/02/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 10/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Schiro.
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