Maria Teresa Sikora

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2005 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
  Shaker Heights, OH
• 01/2015 → Present
  Tyler-Stone Wealth Management, Llc
  Shaker Heights, OH

Previous Registrations

• 2015-01-22 → 2025-12-15
  Tyler-Stone Wealth Management, Llc
  Beachwood, OH
  Naples, FL
• 2000-01-01 → 2005-05-12
  Osaic Fa, Inc.
  Solon, OH

Other Businesses

1. 02/25/09 / DBA / THE TYLER-STONE GROUP. 2. 03/06/09 - NON-VARIABLE INSURANCE, LIFE, DISABILITY, LTC, FXD ANN, IND/GRP HEALTH. 3. 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 55 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 55 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-31

Other Names

• Maria Teresa Draxler Deortiz
• Maria Teresa Draxler