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Matthew Eric Friedson

Lion Street Financial, LLC

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About Matthew Eric Friedson

Matthew Eric Friedson is a financial professional with over 9 years of experience in the industry. Matthew is currently registered with Lion Street Financial, LLC in Bethesda, MD. Matthew previously worked for M HOLDINGS SECURITIES, INC. and has experience in both Investment Company Products/Variable Contracts Representative and Securities Industry Essentials Examination. Matthew has licenses in District of Columbia, Maryland and South Dakota.

Firm Information

Matthew Friedson 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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Matthew Friedson’s Registration & Firm History

MD

05/02/2022 - Present

Lion Street Financial, LLC (BETHESDA MD)

MD

02/23/2015 - 04/15/2022

M HOLDINGS SECURITIES, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 02/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Eric Friedson.
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