Daniel Hostetler, financial advisor Clarksville MD

Daniel Hostetler

CRD Number: 7482789
Current Firm: Lion Street Advisors, LLC

Daniel Hostetler (CRD# 7482789) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Clarksville, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Advisors Clarksville, MD Mar 2022 - Current 2
Hostetler Financial LLC Clarksville, MD Dec 2021 - Current 2
Arthur J Gallagher Rockville, MD Nov 2020 - Dec 2021 1
First National Insurance Agency Baltimore, MD Oct 2017 - Oct 2020 3
Arkin Youngentob Associates Bethesda, MD Jul 2014 - Oct 2017 3
Bb&t Bank Washington, DC Dec 2012 - Jul 2014 1
Major League Lacrosse Anapolis, MD Dec 2011 - Jul 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Daniel Hostetler
Phone Number: 512-776-8400
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2,342
    MILLIONS
  • Total Number of Accounts
    7,526
    ACCOUNTS
  • Average Account Value
    $311,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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