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LS

Lindsay D. Strattan

HOMAGE WEALTH GROUP
HOUSTON, TX 77056
CRD#: 6001681
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LS
Lindsay Desmond StrattanHOMAGE WEALTH GROUP

Professional summary

Lindsay Desmond Strattan, CFP®, who also goes by Lindsay Michelle Desmond, is a registered financial advisor currently at HOMAGE WEALTH GROUP LLC located in Houston, Texas.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lindsay has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lindsay Michelle Desmond

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) - RIA

Click below to view Lindsay Desmond Strattan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 3, 2026 - Present

HOMAGE WEALTH GROUP LLC

Office #1: 1400 Post Oak Blvd., Suite 625, Houston, TX 77056
RIA
CRD#: 340589
HOUSTON, TX
Past

July 13, 2021 - January 15, 2026

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
HOUSTON, TX
Past

July 6, 2021 - January 15, 2026

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HOUSTON, TX
Past

February 17, 2015 - May 7, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
HOUSTON, TX
Past

May 16, 2013 - May 7, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
HOUSTON, TX
Past

April 9, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
HOUSTON, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/3/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/6/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HW
HOMAGE WEALTH GROUP LLC
HOMAGE WEALTH GROUP LLC

CRD#: 340589 / SEC#: 801-135429

RIA
Registered Investment Advisory firm - (2/27/2026 120-Day Approval)
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Contact information

Main Address
1400 Post Oak Blvd., Suite 625, Houston, TX 77056
Mailing Address
Phone number
(713) 725-0696
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR HOMAGE WEALTH GROUP LLC (1/27/2026)
0

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

HOMAGE WEALTH GROUP LLC

CRD#: 340589Houston, TX 77056

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