MS
MS

Maria Teresa Sikora

37 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1989
Final Disposition
Other Business ActivitiesSells Insurance

Maria operates under the DBA The Tyler-Stone Group since 2009 and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of her time. She also sells non-variable insurance products, including life, disability, long-term care, fixed annuities, and individual/group health insurance.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
May 2005 - Present · 20 yrs 9 mos
Previous Registrations
LPL Financial LLC
May 2005 - April 2016 · 10 yrs 11 mos
Lincoln Financial Advisors Corporation
January 2000 - May 2005 · 5 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - May 2005 · 6 yrs 11 mos
Cigna Financial Advisors,inc.Broker
May 1990 - June 1998 · 8 yrs 1 mo
New York Life Securities CORP.Broker
May 1984 - May 1986 · 2 yrs
State Registrations8 states
AZCAFLNYOHPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.