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CM

Carol S. Mackie

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CRD#: 2000359
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carol Susan Mackie, who also goes by Carol Susan Hogg Miss, Carol Susan Hogg, Carol Susan Mackie, Susan Mackie, Carol Susan Mays Mrs, C. Susan Mackie, Susan Mackie, Carol Susan Mays, C Susan Smith, Carol Susan Smith, No First Name Susan Smith, Susan Smith, C Susan Smith, Carol Susan Smith, Susan Smith, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1990. Carol had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol Susan Hogg Miss | Carol Susan Hogg | Carol Susan Mackie | Susan Mackie | Carol Susan Mays Mrs | C. Susan Mackie | Susan Mackie | Carol Susan Mays | C Susan Smith | Carol Susan Smith | No First Name Susan Smith | Susan Smith | C Susan Smith | Carol Susan Smith | Susan Smith

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 7, 2017 - September 27, 2019

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
WACO, TX
Past

February 16, 2016 - October 18, 2017

BBVA SECURITIES INC.

BD
CRD#: 27060
MARLIN, TX
Past

August 28, 2014 - September 5, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAN ANTONIO, TX
Past

February 25, 2010 - August 29, 2012

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
MARLIN, TX
Past

May 29, 2002 - December 23, 2009

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
MARLIN, TX
Past

June 14, 2000 - March 16, 2001

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

September 10, 1999 - June 14, 2000

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

May 17, 1995 - September 10, 1999

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

August 12, 1992 - December 31, 1993

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

January 29, 1990 - August 17, 1990

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LION STREET FINANCIAL, LLC
LION STREET FINANCIAL, LLC

CRD#: 165828 / SEC#: , 8-69183

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
300 Colorado St Suite 2600, Austin, TX 78701
Mailing Address
300 Colorado St Suite 2600, Austin, TX 78701
Phone number
(512) 776-8400
Established
Delaware since 01/07/2022
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LION STREET, LLCHOLDING COMPANY
BURMEISTER, JOHN FREDRICK IIPRESIDENT & CEO4245451
HECKLER, CARIE MARIECHIEF COMPLIANCE OFFICER4557559
RATAJCZAK, KARIFINANCIAL & OPERATIONS PRINCIPAL6008791

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LION STREET FINANCIAL, LLC

CRD#: 165828

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