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Zachary Joel Hamilton

Lion Street Advisors, LLC

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About Zachary Joel Hamilton

Zachary Hamilton is a financial advisor with Lion Street Advisors, LLC. Zachary has been in the financial services industry since 2012. Zachary is licensed in 18 states and holds the Series 66, Series 7, and SIE licenses. Zachary is registered as an investment advisor representative in Washington and specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisors.

Firm Information

Zachary Hamilton 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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Zachary Hamilton’s Registration & Firm History

WA

06/18/2018 - Present

Lion Street Advisors, LLC (Bellevue WA)

WA

06/18/2012 - 06/22/2018

HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 06/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Joel Hamilton.
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