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David Charles Friezo

Lion Street Financial, LLC

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About David Charles Friezo

David Friezo is a financial advisor with Lion Street Financial, LLC based in Fort Lauderdale, Florida. David has been in the financial services industry since February 5, 2007. David is a licensed and registered advisor, with a Series 7, Series 3, Series 63, and Series 8 license. Prior to joining Lion Street Financial, LLC, David was employed by Manor House Capital LLC, Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cresvale International, Inc.. David is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in several states including Alaska, California, Colorado, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, and Texas.

Firm Information

David Friezo 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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David Friezo’s Registration & Firm History

FL

12/02/2014 - Present

Lion Street Financial, LLC (Fort Lauderdale FL)

CT

11/14/2012 - 10/30/2014

MANOR HOUSE CAPITAL LLC (WESTPORT CT)

NY

06/07/1999 - 07/16/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

04/29/1998 - 06/07/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NY

02/28/1989 - 04/28/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

08/03/1987 - 01/23/1989

CRESVALE INTERNATIONAL, INC.

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Licenses & Designations

BC

Issued 04/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1998

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Charles Friezo.
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