Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Tuxbury is a financial advisor currently registered with Lion Street Advisors, LLC, and Accelerate Retirement. Scott has over 17 years of experience in the financial services industry, and is a registered representative in Massachusetts. Scott has been with Lion Street Advisors since 2019 and with Accelerate Retirement since 2024. Scott specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
10/08/2019 - Present
Lion Street Advisors, LLC (Newton MA)
RI
03/03/2016 - 09/22/2016
KESTRA INVESTMENT SERVICES, LLC (Providence RI)
MA
02/02/2010 - 07/29/2010
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
12/11/2009 - 01/27/2010
COMMONWEALTH FINANCIAL NETWORK (DEDHAM MA)
MA
03/10/2009 - 01/08/2010
NYLIFE SECURITIES LLC (WALTHAM MA)
CA
08/30/2006 - 02/10/2009
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
RI
05/18/1998 - 06/13/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
05/21/1996 - 04/08/1998
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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