Joshua Friedlander, financial advisor Austin TX

Joshua Friedlander

CRD Number: 5826904
Current Firm: Lion Street Advisors, LLC

Joshua Friedlander (CRD# 5826904) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lion Street Financial New York, NY Jan 2021 - Current 3
Lion Street Advisors New York, NY Jan 2021 - Current 3
Mml Investors Services, LLC Syosset, NY Aug 2010 - Jan 2021 10
Massmutual Life Insurance Company Syosset, NY Aug 2009 - Jan 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Joshua P. Friedlander
Phone Number: 512-776-8400
Registered State(s):
  • NY
  • SC
  • 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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