Lori Jean Siro

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Lj Siro Cpa Services Pc
  East Northport, NY
• 07/2015 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → 12/2021
  Lincoln Investment
  East Northport, NY
• 12/2021 → Present
  Kestra Advisory Services
  Austin, TX

Previous Registrations

• 2021-03-25 → 2021-12-21
  Lincoln Investment
  East Northport, NY
• 2021-05-13 → 2021-12-21
  Capital Analysts
  East Northport, NY

Other Businesses

LJ SIRO CPA SERVICES PC POSITION: PRESIDENT OF LJ SIRO CPA SERVICES PC AND 100% SHAREHOLDER NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2004 ADDRESS: 384 LARKFIELD RD STE 3, EAST NORTHPORT NY 11731, United States DESCRIPTION: I AM A CPA AND HAVE A CPA FIRM LOCATED AT THE ABOVE ADDRESS. I DO TAXES FOR ABOUT 250 CLIENTS AND ALSO DO WORK ALL YEAR FOR SMALL BUSINESS. LORI SIRO-SOLE PROPREITOR POSITION: I AM THE OWNER OF A SINGLE FAMILY RESIDENCE IN SIMPSONVILLE, SOUTH CAROLINA. NATURE: RENTAL ACTIVITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2006 ADDRESS: 301 FORTUNA DRIVE, SIMPSONVILLE SC 29681, United States DESCRIPTION: I RECEIVE A RENTAL CHECK MONTHLY AND PAY EXPENSES INCLUDING A MORTGAGE. IF REPAIRS ARE NEEDED i CALL A HOME WARRANTY OR REPAIR COMPANY AS NEEDED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-03

Other Names

• Lori Jean May