Lee A. Siler

SILER WEALTH MANAGEMENT

Longwood, FL 32750

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CRD#: 1832058

Professional summary

Lee Anthony Siler, who also goes by Lee A Siler, is a registered financial advisor currently at SILER WEALTH MANAGEMENT located in Longwood, Florida.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Lee has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee A Siler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LEE SILER - REAL ESTATE 627 ESTATES PLACE, LONGWOOD, FL 32779 - RENTAL PROPERTY - OWNER/PRINCIPAL SINCE 2008 - APPROX 1 HR/MO - RENTALS/SALES 2) SFG ENTERTAINMENT SERVICES, LLC 100 CROWN OAK CENTRE DRIVE LONGWOOD, FL 32750 - MUSIC AND MUSIC PRODUCTION - OWNER/PRESIDENT SINCE 2018 - APPROX 5 HRS/MO - PERFORMANCE/PROFIT SHARING 3) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE -OWNER/PRINCIPAL SINCE 03/2009, LICENSED INSURANCE AGENT - APPROX 4 HRS/MO - COMMISSIONS/PROFIT SHARING 4) PORTFOLIO TAX AND ACCOUNTING, LLC 100 CROWN OAK CENTRE DRIVE LONGWOOD, FL 32750 - TAX PREPARATION - MEMBER SINCE 8/2022 - LESS THAN 1 HR/MO - PROFIT SHARING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Anthony Siler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 15, 2000 - Present

SILER WEALTH MANAGEMENT

Office #1: 100 Crown Oak Centre Drive, Longwood, FL 32750

RIA

CRD#: 108682

Longwood, FL

Past

October 10, 2019 - June 7, 2023

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

LONGWOOD, FL

Past

July 11, 2017 - October 9, 2019

VCS VENTURE SECURITIES

CRD#: 127921

Longwood, FL

Past

July 10, 2012 - May 26, 2017

KALOS CAPITAL, INC.

CRD#: 44337

LONGWOOD, FL

Past

July 14, 2008 - June 20, 2012

BROOKSTONE SECURITIES, INC.

CRD#: 13366

LONGWOOD, FL

Past

August 6, 2004 - July 11, 2008

MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

LAKE MARY, FL

Past

January 22, 2003 - July 1, 2004

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

October 19, 2001 - February 26, 2002

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

July 7, 1994 - October 19, 2001

FAS WEALTH MANAGEMENT SERVICES, INC.

CRD#: 10164

SARASOTA, FL

Past

July 9, 1993 - July 5, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

March 4, 1991 - July 6, 1993

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

June 5, 1990 - January 31, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

December 1, 1989 - May 21, 1990

H.J. MEYERS & CO., INC.

CRD#: 15609

Past

January 31, 1989 - December 2, 1989

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

Past

May 25, 1988 - May 21, 1990

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/15/2000)

IAR

Georgia
(11/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/13/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/14/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/26/1993

General Securities Principal Examination

Current Firm

SILER WEALTH MANAGEMENT

SDR INVESTMENT MANAGEMENT, INC. | STOCKDR COM INC | SILER WEALTH MANAGEMENT | SILER FINANCIAL GROUP, LLC. DBA SDR INVESTMENT MANAGEMENT, INC. | SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. DBA SILER WEALTH MANAGEMENT | SDR INVESTMENT MANAGEMENT, INC. DBA SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. D/B/A SILER WEALTH MANAGEMENT

CRD#: 108682 / SEC#: 801-134930

Alaska

Registered Investment Advisory firm - (11/25/2015 Terminated)

Florida

Registered Investment Advisory firm - (11/12/2009 Approved)

Georgia

Registered Investment Advisory firm - (11/6/2018 Approved)

Nevada

Registered Investment Advisory firm - (12/18/2015 Terminated)

New York

Registered Investment Advisory firm - (9/10/2009 Cancelled)

Washington

Registered Investment Advisory firm - (12/18/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

100 Crown Oak Centre Drive, Longwood, FL 32750

Mailing Address

Phone number

(407) 831-8002

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B 2025 DAGEAN A. LARSEN (11/11/2025)

FORM ADV PART 2A 2025 SEC (11/11/2025)

FORM ADV PART 2B 2025 NIKKI L. WARD (11/11/2025)

FORM ADV PART 2B 2025 JUSTIN T. KENNEY (11/11/2025)

FORM ADV PART 2B 2025 CHAD E. VERGASON (11/11/2025)

FORM ADV PART 2B 2025 LEE A. SILER (11/11/2025)

Regulatory assets under management

Total Number of Accounts	988
AUM (Assets Under Management)	$ 168,934,505

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lee A. Siler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Anthony Siler's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

VCS VENTURE SECURITIES

KALOS CAPITAL, INC.

BROOKSTONE SECURITIES, INC.

MERRIMAC CORPORATE SECURITIES, INC.

EMPIRE FINANCIAL GROUP, INC.

WINDSOR STREET CAPITAL, LP

FAS WEALTH MANAGEMENT SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JOSEPHTHAL & CO., INC.

TITAN/VALUE EQUITIES GROUP, INC.

H.J. MEYERS & CO., INC.

J. W. GANT & ASSOCIATES, INC.

H.J. MEYERS & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/13/2004

Series 65

Date: 5/14/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1988

Series 24

Date: 10/26/1993

Current Firm

SILER WEALTH MANAGEMENT

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILER WEALTH MANAGEMENT

TRUST BUT VERIFY

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