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Joseph F Presutti

Lion Street Financial, LLC

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About Joseph F Presutti

Joseph F Presutti is a financial advisor in Austin, TX. Joseph has been in the industry since 1974 and is currently registered with Lion Street Financial, LLC. Joseph has a wide range of experience, having previously worked with Investcorp, Inc., NFP Advisor Services, LLC, AXA Advisors, LLC, MONY Securities Corporation, Trusted Securities Advisors Corp. and The Mutual Life Insurance Company of New York. Joseph is licensed in several states including Texas, California, Florida, Montana, Nevada, New York, North Carolina, South Carolina, and Arizona. Joseph's background spans a variety of financial service areas, including investment advisory and broker-dealer services.

Firm Information

Joseph Presutti 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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Joseph Presutti’s Registration & Firm History

TX

08/05/2020 - Present

Lion Street Financial, LLC (AUSTIN TX)

CA

01/05/2016 - 07/09/2020

INVESTACORP, INC. (GLENDALE CA)

AZ

10/13/2006 - 12/31/2015

NFP ADVISOR SERVICES, LLC (PHOENIX AZ)

NY

06/01/2005 - 04/27/2006

AXA ADVISORS, LLC (NEW YORK NY)

NY

05/07/1974 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

05/22/2000 - 12/31/2001

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

NY

05/07/1974 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph F Presutti. Review regulatory record here.
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