Sotirios Keros
Stkeros Financial Planning · New York, New York
Sotirios Keros is a fee-only financial advisor at Stkeros Financial Planning in New York, New York. Stkeros Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stkeros Financial Planning |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in CA, LA, NY, SD · CRD 6263299 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stkplanning.com |
| Profile |
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Questions about Sotirios
Is Sotirios Keros a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sotirios holds no broker registration, and Stkeros Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sotirios charge for financial advice?
Sotirios's firm, Stkeros Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sotirios Keros based?
Sotirios Keros is based in New York, New York.
Is Sotirios Keros registered with the SEC?
Yes. Sotirios Keros is registered as an investment adviser representative in CA, LA, NY and SD (CRD 6263299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sotirios Keros?
Through Sotirios's website, www.stkplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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