TrueAdvisor
TrueAdvisor
MS
MS

Maria Sikora

LPL Financial LLC
38 Years of Experience
Beachwood, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Maria Sikora is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 38 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3601 Green Rd Ste 100, Beachwood, OH, 44122

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Maria operates under the DBA The Tyler-Stone Group since 2009 and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of her time. She also sells non-variable insurance products, including life, disability, long-term care, fixed annuities, and individual/group health insurance.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
Tyler-Stone Wealth Management, LLC
January 2015 - December 2025 · 10 yrs 11 mos
LPL Financial LLC
May 2005 - April 2016 · 10 yrs 11 mos
Lincoln Financial Advisors Corporation
January 2000 - May 2005 · 5 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - May 2005 · 6 yrs 11 mos
Cigna Financial Advisors,inc.Broker
May 1990 - June 1998 · 8 yrs 1 mo
New York Life Securities CORP.Broker
May 1984 - May 1986 · 2 yrs
State Registrations8 states
AZCAFLNYOHPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Beachwood, OH →All financial advisors in Ohio →