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Robert Irwin Black

Lion Street Financial, LLC

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About Robert Irwin Black

Robert Irwin Black is a financial advisor with over 25 years of experience in the financial services industry. Currently, Robert is registered with Lion Street Financial, LLC and is located in the Bethesda, MD office. Robert has held previous positions at Kestra Investment Services, LLC, Walnut Street Securities, Inc., and MML Investors Services, Inc. Robert holds Series 6 and Series 63 licenses and the SIE exam.

Firm Information

Robert Black 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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Robert Black’s Registration & Firm History

MD

02/25/2022 - Present

Lion Street Financial, LLC (BETHESDA MD)

MD

02/23/2005 - 03/01/2022

KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)

CA

10/16/2002 - 02/28/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

11/12/1996 - 10/10/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 10/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Irwin Black.
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