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SH

Samuel S. Hoyle

Some features on this profile are disabled
CRD#: 827437
SH

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.

Samuel Sheffer Hoyle, who also goes by Sam Hoyle, was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 1976. Samuel had worked at 10 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sam Hoyle

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.
1) Business Name: Hoyle Insurance Advisory, LLC Investment Related: Yes Address: 9515 Deereco Road, Suite 903, Timonium, MD 21093 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Other Other/None of the Above Insurance & Annuity business Position, Title or Relationship: Owner Start Date: 4/6/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage the insurance & annuity activities on a daily basis Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services 2) CATHEDRAL OF MARY OUR QUEEN POSITION: Volunteer NATURE: I have Termed Off of The Development Committee, for The Cathedral of Mary Our Queen, My Catholic Parish.I have been asked to serve on the Finance Council.I DO NOT have any investment responsibilities, as the Council only monitors progress of the Church Parish.The first Meeting was just today, Sept. 26, 2023, of the new Fiscal Year, as the Council does not meet in June, July or August. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 5300, North Charles Street, Baltimore MD 21210, United States DESCRIPTION: I am a volunteer member of the Finance Council for the Church Parish. We discuss matters of importance, attendance, sacrificial giving by Parishioners.

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

September 15, 2020 - November 29, 2023

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
TIMONIUM, MD
Past

September 15, 2020 - December 6, 2024

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Luterhville, MD
Past

April 21, 2016 - September 18, 2020

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Timonium, MD
Past

January 18, 2005 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Timonium, MD
Past

April 6, 1999 - September 18, 2020

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Timonium, MD
Past

September 5, 1997 - April 9, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 20, 1994 - September 9, 1997

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

December 22, 1993 - June 7, 1995

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

June 4, 1993 - December 13, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 14, 1983 - May 25, 1994

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

September 21, 1976 - April 22, 1983

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

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: 5/5/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 9/13/1976
Registered Representative Examination

Current Firm

LS
LION STREET ADVISORS, LLC
LION STREET ADVISORS, LLC

CRD#: 167610 / SEC#: 801-107414

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Contact information

Main Address
300 Colorado Suite 2600, Austin, TX 78701
Mailing Address
Phone number
(512) 776-8400
Established
Firm type
Fiscal year end
# of Employees
152

Documents

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (4/1/2025)
ADVISORYONE - ENVESTNET (4/1/2025)
LSA ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts7,668
AUM (Assets Under Management)$ 3,177,363,713

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 ADVISORS, LLC

CRD#: 167610

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