Shelley Leavitt Nadel

Current Employers

Employment History

• 06/2016 → 10/2019
  Fsc Securities Corp
  Atlanta, GA
• 10/2019 → Present
  Lion Street Financial
  Houston, TX
• 08/2021 → Present
  Csenge Advisory Group, Llc
  Clearwater, FL
• 10/2019 → Present
  Lion Street Advisors
  Houston, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Houston, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Houston, TX

Previous Registrations

• 2019-10-07 → 2025-11-03
  Lion Street Advisors, Llc
  Houston, TX
  Houston, TX
• 2016-06-22 → 2019-10-10
  Fsc Securities Corporation
  Houston, TX
  Atlanta, GA
  Houston, TX
  Bluffton, SC
• 2011-02-04 → 2016-05-27
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Lake Jackson, TX

Other Businesses

1) FINANCIAL SUCCESS STRATEGIES, LLC POSITION: PRES. NATURE: It is an LLC which I use as a marketing name to conduct my insurance and SEC. business. INV. RELATED: No # OF HRS: 1 SEC. TRADING HRS: 0 START DATE: 07/15/2016 ADDRESS: 4431 WARM SPRINGS ROAD, HOUSTON TX 77035 DESC: I am a Registered Representative affiliated with Lion Street Financial, LLC. Financial Success Strategies is a marketing name that I use to promote my business; it is not affiliated with Lion Street Financial, LLC. 2) ONEHOUSTON FINANCIAL POSITION: I am appointed with OneHouston to sell their insurance products. NATURE: Ins. sales. INV RELATED: No # OF HOURS: 10 SEC. TRADING HOURS: 10 START DATE: 11/01/2020 ADDRESS: 1623 Meirwoods Drive, Spring TX 77379 DESC: When appropriate, I sell insurance strategies to clients as a part of their comprehensive financial plan. 3) FOOD AND FINANCE WITH SHELLEY LLC POSITION: Owner NATURE: F&FwS provides financial literacy education to employees of companies of various sizes. It serves two purposes for me as the owner of Financial Success Strategies, LLC. First, it creates a pipeline of prospective clients who hear me speak and decide to engage with me for financial planning. Second, it fulfills my passion for educating women about their money. I started F&F in 2021, and now we are starting to prospect for companies who will pay me to deliver the financial programs on a quarterly basis. There could be more revenue generating opportunities in the future as well. INV RELATED: No # OF HOURS: 40 SEC. TRADING HOURS: 20 START DATE: 08/01/2021 ADDRESS: 2636 South Loop West, Ste. 302, Houston TX 77054 DESC: I provide the literacy sessions and lead all marketing initiatives. I have a marketing team that helps me generate collateral, including website, videos, email, and social media. 4) CSENGE ADVISORY GROUP POSITION: Financial Advisor NATURE: All of my assets under management and trading activity flow through Csenge. INV RELATED: Yes # OF HOURS: 50 SEC TRADING HOURS: 40 START DATE: 09/01/2022 ADDRESS: 4755 E. Bay Drive, Clearwater FL 33764 DESC: I am an independent financial advisor under the umbrella of Radian Partners in Memphis. I represent the firm as their Houston Branch. In this role, I provide clients comprehensive financial planning services, including investment services thru Csenge. 5) FINANCIAL SUCCESS STRATEGIES, LLC POSITION: Owner NATURE: FSS is an LLC for I own that I formed in July of 2016. Until July of 2024, I used the LLC as a marketing name to conduct my insurance and SEC business. Going forward, I will remain the owner, but the LLC will only be used for tax purposes, INV RELATED: Yes # OF HOURS: 2 SEC TRADING HOURS: 2 START DATE: 07/15/2016 ADDRESS: 2636 S LOOP W, Ste. 302, Houston TX 77054 DESC: I am a financial advisor offering comprehensive financial planning services to my clients. 6) B&P NETWORKING GROUP POSITION: Volunteer NATURE: We are a volunteer run networking group for Jewish women in the Houston area. We operate under the umbrella of the Houston Jewish Federation, but we are not part of their staff or governing. We network and raise money for the Federation. INV RELATED: No # OF HOURS: 6 SEC TRADING HOURS: 2 START DATE: 12/09/2024 ADDRESS: Houston Jewish Federation, 5603 South Braeswood, Houston TX 77096 DESC: I am a Co-Social Chair for 2025- we are responsible for putting on 5-6 social events a year. Update: Starting January 1, I will move from Co-Social Chair to Co-Programming Chair. We put on 6 programs a year in conjunction with networking breakfasts. 7) RADIAN PARTNERS LLC POSITION: Owner NATURE: Financial planning, investments, insurance INV RELATED: Yes # OF HOURS: 160 SEC TRADING HOURS: 120 START DATE: 07/01/2025 ADDRESS: 2636 South Loop Wesr, Ste 302, Houston TX 77054 DESC: I provide comprehensive financial planning services, including investments and insurance planning.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-03
• S63 Uniform Securities Agent State Law Examination
  2008-04-18

Designations

Other Names

• Shelley Nadel
• Shelley Leavitt Nadel
• Shelley Roxanne Leavitt