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Benjamin Deane

Lion Street Financial, LLC

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About Benjamin Deane

Benjamin Deane is a financial advisor with over 15 years of experience in the financial services industry. Benjamin currently holds a Series 6, Series 63, and SIE license and is registered with Lion Street Financial, LLC. Benjamin is registered in multiple states including Connecticut, Massachusetts, New Jersey, and New York. Prior to joining Lion Street Financial, LLC, Benjamin worked for AFS Securities, LLC, M HOLDINGS SECURITIES, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., and NEW ENGLAND SECURITIES.

Firm Information

Benjamin Deane is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

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.

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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Benjamin Deane’s Registration & Firm History

TX

10/06/2021 - Present

Lion Street Financial, LLC (AUSTIN TX)

MA

04/22/2020 - 09/10/2021

AFS SECURITIES, LLC (BOSTON MA)

NY

02/19/2019 - 02/25/2020

M HOLDINGS SECURITIES, INC. (NEW YORK NY)

MA

03/25/2017 - 02/21/2019

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (BOSTON MA)

MA

07/29/2009 - 01/02/2015

NEW ENGLAND SECURITIES (BOSTON MA)

NY

05/02/2007 - 03/12/2009

M HOLDINGS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/07/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Benjamin Deane. Review regulatory record here.
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