Thomas Horwat, financial advisor Pittsburgh PA

Thomas Horwat

CRD Number: 2446122
Current Firm: Lion Street Advisors, LLC

Thomas Horwat (CRD# 2446122) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Pittsburgh, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Advisors Pittsburgh, PA Mar 2019 - Current 5
Lion Street Financial Pittsburgh, PA Mar 2019 - Current 5
Solenture Inc. Pittsburgh, PA Oct 2009 - Current 14
Bpu Investment Management, Inc. Pittsburgh, PA Aug 2016 - Mar 2019 2
Bpu Investment Management Pittsburgh, PA Aug 2016 - Mar 2019 2
Solenture Advisors LLC Pittsburgh, PA Oct 2009 - Aug 2016 6
Mid Atlantic Capital Corp. Pittsburgh, PA Oct 2009 - Aug 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Thomas R. Horwat
Phone Number: 512-776-8400
Registered State(s):
  • NJ
  • OH
  • PA
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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