Adam Todd, financial advisor Tyler TX

Adam Todd

CRD Number: 5319183
Current Firm: Lion Street Advisors, LLC

Adam Todd (CRD# 5319183) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Tyler, TX Apr 2017 - Current 6
Lion Street Advisors Tyler, TX Apr 2017 - Current 6
Feliciano Financial Group Tyler, TX Jun 2010 - Current 13
Woodbury Financial Services, Inc. Tyler, TX Sep 2010 - Apr 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Adam N. Todd
Phone Number: 512-776-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
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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