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Ryan Reid Ruark

Lion Street Advisors, LLC

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About Ryan Reid Ruark

Ryan Reid Ruark is a financial advisor at Lion Street Advisors, LLC. Ryan has been in the financial services industry for 1 year. Ryan holds Series 7TO and Series 66 licenses. Ryan also holds the Securities Industry Essentials Examination (SIE). Ryan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ryan is also a volunteer Board Member for the JT Dorsey Foundation and a Committee Member for The Foundation for Enhancing Communities.

Firm Information

Ryan Ruark 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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Ryan Ruark’s Registration & Firm History

DE

01/14/2025 - Present

Lion Street Advisors, LLC (Newark DE)

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Licenses & Designations

BOTH

Issued 06/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Reid Ruark.
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