Sotirios Keros is a registered investment advisor at Stkeros Financial Planning, LLC, based in New York, NY, with 10 years of industry experience. Sotirios operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 100 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
STKeros Financial Planning offers advice and reviews of investment accounts, including suggestions for new investments, asset allocation, and rebalancing strategies. These services are billed hourly at $360/hour. Investment portfolios are reviewed as needed, based on client requests. STK Planning does not manage assets directly or have discretionary trading authority, but may execute transactions on behalf of clients if specifically directed.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sotirios is employed as a physician at Weill Cornell Medical College. This non-investment related position takes about a quarter of his time, averaging 2 hours daily during securities trading hours.
Employment History
Current Registrations
Stkeros Financial Planning, LLC
State Registrations4 states
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