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Karl Grey Reinhold

Lion Street Financial, LLC

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About Karl Grey Reinhold

Karl Grey Reinhold is a financial professional based in Boston, Massachusetts, and has been in the industry since November 18, 1986. Karl is currently registered with Lion Street Financial, LLC. Karl has been registered with this firm since August 28, 2014. Prior to that, Karl was registered with NFP Securities, Inc., John Hancock Distributors LLC, and Signator Investors, Inc.

Firm Information

Karl Reinhold 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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Karl Reinhold’s Registration & Firm History

MA

08/28/2014 - Present

Lion Street Financial, LLC (Boston MA)

MA

01/09/2012 - 02/08/2013

NFP SECURITIES, INC. (BOSTON MA)

MA

01/01/2005 - 10/26/2010

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

01/29/1998 - 01/01/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

08/17/1989 - 03/14/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

04/05/1982 - 08/19/1989

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 07/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1985

Series 7 - General Securities Representative Examination

BC

Issued 11/02/1982

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/01/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl Grey Reinhold.
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