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David Jonathan Chesner

Lion Street Advisors, LLC

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About David Jonathan Chesner

David Chesner is a financial advisor at Lion Street Advisors, LLC. David has been in the industry for over 10 years and is registered with FINRA and the state of Pennsylvania. David offers financial planning services, including pension consulting, portfolio management for businesses and individuals, as well as the selection of other advisors. David also has experience in sales of insurance products, including life, disability, long-term care insurance, and fixed and variable annuities.

Firm Information

David Chesner 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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David Chesner’s Registration & Firm History

PA

08/18/2016 - Present

Lion Street Advisors, LLC (SOUTHAMPTON PA)

PA

11/22/2011 - 08/23/2016

WOODBURY FINANCIAL SERVICES, INC. (SOUTHAMPTON PA)

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Licenses & Designations

IA

Issued 10/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jonathan Chesner.
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