LS
Lori A. Sidrony
STATE STREET GLOBAL MARKETS
BOSTON, MA 02114-2016
Some features on this profile are disabled
CRD#: 2360830
LS
Lori Ann Sidrony MRSSTATE STREET GLOBAL MARKETS
Professional summary
Lori Ann Sidrony MRS, CFP®, who also goes by Lori Ann Chiricotti, Lori A Sidrony, is a registered financial professional currently at STATE STREET GLOBAL MARKETS, LLC located in Boston, Massachusetts.
Lori is registered as a RR (Registered Representative) and started their career in finance in 1993. Lori has worked at 13 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Aliases
Lori Ann Chiricotti | Lori A Sidrony
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.
Name of the other business: First Command Educational Foundation Whether the business is investment-related: No Address of the other business: 1 FirstComm Plaza Fort Worth, TX 76109 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Secretary The start date of your relationship: 07/01/14 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: Attending FCEF board meeting and signing off on the meeting minutes.
CRS (Client Relationship Summary) - BD
Click below to view Lori Ann Sidrony MRS'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®
Experience
Current
August 5, 2026 - Present
STATE STREET GLOBAL MARKETS, LLC
Office #1: One Congress Street, Suite 1, Boston, MA 02114-2016BD
CRD#: 285852
BOSTON, MA
Past
February 27, 2024 - July 14, 2026
CAPTRUST
RIA
CRD#: 175112
Fort Worth, TX
Past
February 27, 2024 - July 14, 2026
CAPFINANCIAL SECURITIES, LLC.
BD
CRD#: 126291
Fort Worth, TX
Past
December 15, 2015 - August 16, 2023
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
FORT WORTH, TX
Past
January 7, 2008 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
FORT WORTH, TX
Past
January 7, 2008 - August 16, 2023
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
FORT WORTH, TX
Past
June 17, 2003 - November 21, 2007
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
DALLAS, TX
Past
June 5, 2003 - November 21, 2007
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
May 25, 2001 - May 20, 2003
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
DALLAS, TX
Past
May 25, 2001 - June 5, 2003
HFG ADVISORS, L.L.C.
RIA
CRD#: 110138
DALLAS, TX
Past
May 25, 2001 - May 20, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
July 31, 1996 - May 24, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
July 31, 1996 - May 24, 2001
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
March 6, 1996 - August 6, 1996
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, CA
Past
July 30, 1993 - May 27, 1994
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/5/2026)
RR
Alaska(8/5/2026)
RR
Arizona(8/5/2026)
RR
Arkansas(8/5/2026)
RR
California(8/5/2026)
RR
Colorado(8/5/2026)
RR
Connecticut(8/5/2026)
RR
Delaware(8/5/2026)
RR
District of Columbia(8/5/2026)
RR
Florida(8/5/2026)
RR
Georgia(8/5/2026)
RR
Hawaii(8/5/2026)
RR
Idaho(8/5/2026)
RR
Illinois(8/5/2026)
RR
Indiana(8/5/2026)
RR
Iowa(8/5/2026)
RR
Kansas(8/5/2026)
RR
Kentucky(8/5/2026)
RR
Louisiana(8/5/2026)
RR
Maine(8/5/2026)
RR
Maryland(8/5/2026)
RR
Massachusetts(8/5/2026)
RR
Michigan(8/5/2026)
RR
Minnesota(8/5/2026)
RR
Mississippi(8/5/2026)
RR
Missouri(8/5/2026)
RR
Montana(8/5/2026)
RR
Nebraska(8/5/2026)
RR
Nevada(8/5/2026)
RR
New Hampshire(8/5/2026)
RR
New Jersey(8/5/2026)
RR
New Mexico(8/5/2026)
RR
New York(8/5/2026)
RR
North Carolina(8/5/2026)
RR
North Dakota(8/5/2026)
RR
Ohio(8/6/2026)
RR
Oklahoma(8/5/2026)
RR
Oregon(8/5/2026)
RR
Pennsylvania(8/5/2026)
RR
Puerto Rico(8/5/2026)
RR
Rhode Island(8/5/2026)
RR
South Carolina(8/5/2026)
RR
South Dakota(8/5/2026)
RR
Tennessee(8/5/2026)
RR
Texas(8/5/2026)
RR
Utah(8/5/2026)
RR
Vermont(8/5/2026)
RR
Virgin Islands(8/5/2026)
RR
Virginia(8/5/2026)
RR
Washington(8/5/2026)
RR
West Virginia(8/5/2026)
RR
Wisconsin(8/5/2026)
RR
Wyoming(8/5/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
Nasdaq Texas, LLC
SRO Registrations
RR
New York Stock Exchange
Current Firm
SS
STATE STREET GLOBAL MARKETS, LLC
STATE STREET GLOBAL MARKETS, LLC | STATE STREET NEWCO, LLC
CRD#: 285852 / SEC#: , 8-69862
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Loading...
Contact information
Main Address
One Congress Street, Suite 1, Boston, MA 02114-2016
Mailing Address
One Congress Street, Suite 1, Boston, MA 02114-2016
Phone number
(617) 664-3619
Established
Delaware since 10/07/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE STREET CORPORATION | PARENT COMPANY | |
| BAMBINO, JOHN JOSEPH | CHIEF FINANCIAL OFFICER, FINOP, PRINCIPAL FINANCIAL OFFICER | 4237874 |
| CHARLAND, JOSEPH LEONARD | DIRECTOR | 5183891 |
| FORTUNA, GREGORY PAUL | DIRECTOR | 3168105 |
| MARZILIANO, MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1527133 |
| MAXHAM, DAVID GOULD | DIRECTOR | 6372664 |
| MCKEON, ROBERT A | DIRECTOR | 7638847 |
| MORGAN, DANIEL ROBERT | CHIEF EXECUTIVE OFFICER | 2743457 |
| SIGLAIN, TARYN ANN | DIRECTOR | 5163466 |
| SOR, LY | DIRECTOR | 7996223 |
| TRABUCCO, MARK RUSSELL | CHIEF COMPLIANCE OFFICER | 4856280 |
Disclosures
| Regulatory Event | 4 |
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.
