GM
Gregory M. Mall
LIONSOUL GLOBAL ADVISORS
Zurich,
CRD#: 8040974
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GM
Gregory Max MallLIONSOUL GLOBAL ADVISORS
Professional summary
Gregory Max Mall, who also goes by Gregory Mall, is a registered financial advisor currently at LIONSOUL GLOBAL ADVISORS .
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gregory has worked at 1 firm and has passed the Series 3 exam.
At a Glance
Always Fiduciary
Aliases
Gregory Mall
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Max Mall's 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®
NoneExperience
Current
February 7, 2025 - Present
LIONSOUL GLOBAL ADVISORS
RIA
CRD#: 324883
Zurich,
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(2/7/2025)
Current Firm
LG
LIONSOUL GLOBAL ADVISORS
LIONSOUL GLOBAL ADVISORS | LIONSOUL GLOBAL ADVISORS LLC
CRD#: 324883 / SEC#:
Texas
Registered Investment Advisory firm - (7/12/2023 Approved)Loading...
Contact information
Main Address
106 E. 6th St Suite 900-160, Austin, TX 78701
Mailing Address
Phone number
(818) 294-4272
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 41,467,165 |
Red Flags
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