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Samuel Sheffer Hoyle

CRD# 827437·Registered 1976 - 2023
Previously Registered: Being a previously registered professional could mean that Samuel 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.

Professional Summary

Samuel Sheffer Hoyle, who also goes by Sam Hoyle, was a registered financial advisor. Samuel was a previously registered financial professional and started their career in finance 1976 - 2023. Samuel had worked at 10 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE and Series 1 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sam Hoyle

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

50 years in the financial services industry

Current & Past Employments

Past

LION STREET FINANCIAL, LLCPast·CRD# 165828
BD
Luterhville, MD
September 15, 2020 - December 6, 2024
LION STREET ADVISORS, LLCPast·CRD# 167610
RIA
Timonium, MD
September 15, 2020 - November 29, 2023
KESTRA ADVISORY SERVICES, LLCPast·CRD# 283330
RIA
Timonium, MD
April 21, 2016 - September 18, 2020
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
BD
Timonium, MD
April 6, 1999 - September 18, 2020
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
RIA
Timonium, MD
January 18, 2005 - September 22, 2016
SIGNATOR INVESTORS, INC.Past·CRD# 468
BD
Boston, MA
September 5, 1997 - April 9, 1999
WOODBURY FINANCIAL SERVICES, INC.Past·CRD# 421
BD
Oakdale, MN
June 20, 1994 - September 9, 1997
JOHN HANCOCK DISTRIBUTORS LLCPast·CRD# 5249
BD
Boston, MA
December 22, 1993 - June 7, 1995
G. R. PHELPS & CO., INC.Past·CRD# 173
BD
April 14, 1983 - May 25, 1994
NEW ENGLAND SECURITIESPast·CRD# 615
BD
New York, NY
June 4, 1993 - December 13, 1993
GREEN HILL FINANCIAL SERVICE CORPORATIONPast·CRD# 4882
BD
September 21, 1976 - April 22, 1983

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Current Firm

LS
LION STREET ADVISORS, LLC

LION STREET ADVISORS, LLC

CRD#: 167610 / SEC#: 801-107414

Contact Information

Main Address

300 Colorado Suite 2600, Austin, TX 78701

Phone Number

(512) 776-8400

# of Employees

152

Documents

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (4/1/2025)

Regulatory Assets Under Management

Total Number of Accounts

7,668

AUM (Assets Under Management)

$3,177,363,713

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1980About the Series 63 exam

Series 22TO — Direct Participation Programs Representative Examination

Passed Jan 2023About the Series 22TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Sep 1976

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CRS (Client Relationship Summary)

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

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