Lori Siro is a registered investment advisor at Kestra Advisory Services, LLC, based in Port Jefferson, NY, with 20 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1303 Main Street, Port Jefferson, NY, 11777
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lori is the President and 100% shareholder of LJ Siro CPA Services PC, a CPA firm, dedicating nearly full-time hours to it. Lori also owns a rental property in Simpsonville, South Carolina, spending minimal time on it.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Equities CorporationBroker
Lantern Investments, INC.Broker
State Registrations1 state
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
More Advisors
- David SchnallKestra Advisory Services, LLC
- Stephen Mincone, CFPKestra Advisory Services, LLC
- Timothy LongoKestra Advisory Services, LLC
- Denis O'learyKestra Advisory Services, LLC
- Richard Barnes, ChFCKestra Advisory Services, LLC
- Jaclyn Harvey, CFPKestra Advisory Services, LLC