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Sotirios Tony Keros

Stkeros Financial Planning, LLC

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About Sotirios Tony Keros

Sotirios Keros is an Investment Advisor Representative associated with Stkeros Financial Planning, LLC. Sotirios has been working in the financial services industry since 2013. Sotirios has also worked as a physician for Weill Cornell Medical College since 2007. Sotirios is registered with the state of New York and South Dakota as an Investment Advisor Representative. Sotirios offers financial planning services and educational seminars to clients.

Firm Information

Sotirios Keros is currently registered with Stkeros Financial Planning, LLC. Stkeros Financial Planning, LLC is an investment advisory firm that provides financial planning and educational seminars to individuals and high-net-worth individuals. They currently manage assets for approximately 70 clients.

Not reported

Assets Under Management

80

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Sotirios Keros’s Registration & Firm History

NY

07/10/2015 - Present

Stkeros Financial Planning, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/05/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sotirios Tony Keros.
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