George N. Kiraly

LODESTAR ADVISORY GROUP

Naples, FL 34108

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CRD#: 2360510

Professional summary

George Nmn Kiraly JR, CFP®, who also goes by George Kiraly Jr, is a registered financial advisor currently at LODESTAR ADVISORY GROUP, LLC located in Naples, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. George has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Biography

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Question & Answer

What are your service offerings?

Life Transitions

Social Security Planning

Retirement Planning

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

George Kiraly Jr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Nmn Kiraly JR's 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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

April 27, 2006 - Present

LODESTAR ADVISORY GROUP, LLC

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 127591

Naples, FL

Past

August 28, 2003 - December 31, 2004

LODESTAR ADVISORY GROUP, LLC

RIA

CRD#: 127591

SHORT HILLS, NJ

Past

May 5, 2003 - October 31, 2006

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

MORRIS PLAINS, NJ

Past

January 2, 1998 - April 15, 2003

THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

ISELIN, NJ

Past

July 8, 1993 - January 6, 1998

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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

California
(5/11/2017)

IAR

Florida
(12/7/2020)

IAR

New Jersey
(4/27/2006)

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: 6/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/6/1993

General Securities Representative Examination

Current Firm

LODESTAR ADVISORY GROUP, LLC

CRD#: 127591 / SEC#:

Arizona

Registered Investment Advisory firm - (10/23/2024 Terminated)

California

Registered Investment Advisory firm - (5/11/2017 Approved)

Florida

Registered Investment Advisory firm - (12/7/2020 Approved)

New Jersey

Registered Investment Advisory firm - (8/28/2003 Approved)

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

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(239) 325-5110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 69,344,767

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.

Contact information

(xxx) xxx-xxxx

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George N. Kiraly

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Nmn Kiraly JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LODESTAR ADVISORY GROUP, LLC

LODESTAR ADVISORY GROUP, LLC

PURSHE KAPLAN STERLING INVESTMENTS

THE CONCORD EQUITY GROUP, LLC

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/28/1994

Series 7

Date: 7/6/1993

Current Firm

LODESTAR ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LODESTAR ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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