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Karen Lima

Seterios Wealth Advisors, LLC

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About Karen Lima

Karen Lima is an Investment Advisor Representative associated with Seterios Wealth Advisors, LLC. Karen is registered with the state of Florida and Kentucky.

Firm Information

Karen Lima is currently registered with Seterios Wealth Advisors, LLC. Seterios Wealth Advisors, LLC is an investment advisor with 3 investment adviser representatives. The firm manages $2,743,854 in regulatory assets for 2 high-net-worth individuals. The firm offers portfolio management for individuals.

$2.74M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Karen Lima’s Registration & Firm History

KY

02/23/2024 - Present

Seterios Wealth Advisors, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 09/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Lima.
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