Seterios Wealth Advisors, LLC

Seterios Wealth Advisors, LLC (CRD# 322824) is a financial advisory firm headquartered in , . They manage $3,300,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.seterios.com

By the Numbers

Total Assets Under Management

3

MILLION
Total Number of Accounts

2

ACCOUNTS
Average Account Value

$1,650,000

Compensation Options

Performance-based fees

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, KY

Financial Advisors at Seterios Wealth Advisors, LLC

Showing 1 - 3 of 3 top financial advisors.

Adam L. Burmeister

CRD#: 7628526

Lexington, KY

Adam Burmeister (CRD# 7628526) is an Investment Advisor Representative working at Seterios Wealth Advisors, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

James Cooper

CRD#: 6485444

Lexington, KY

James Cooper (CRD# 6485444) is an Investment Advisor Representative working at Seterios Wealth Advisors, LLC in Lexington, KY and has 1 year of experience in the finance industry.

Karen Lima

CRD#: 7628480

Lexington, KY

Karen Lima (CRD# 7628480) is an Investment Advisor Representative working at Seterios Wealth Advisors, LLC in Lexington, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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