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Gabriel M Epstein

Lion Street Advisors, LLC

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About Gabriel M Epstein

Gabriel Epstein is a financial advisor with over 19 years of experience in the industry. Gabriel is currently registered with Lion Street Advisors, LLC and holds licenses in several states. Gabriel has a diverse background, having worked with Kestra Investment Services, LLC and AXA Advisors, LLC in the past. Gabriel is committed to providing comprehensive financial planning and advisory services to individuals, families and businesses. Gabriel specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Gabriel Epstein 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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Gabriel Epstein’s Registration & Firm History

TX

03/24/2022 - Present

Lion Street Advisors, LLC (AUSTIN TX)

NY

06/04/2007 - 03/24/2022

KESTRA INVESTMENT SERVICES, LLC (BROOKLYN NY)

NY

09/26/2003 - 06/08/2007

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/04/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gabriel M Epstein. Review regulatory record here.
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