Sheri Astorino
Sheri Astorino is a registered investment advisor at The Astorino Financial Group, INC., based in Fairfield, NJ, with 5 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Astorino Financial Group offers financial planning and consulting services for a fee. These fees typically range from $1,750 to $20,000 on a fixed-fee basis, or $500 per hour, depending on the scope and complexity of the services. They also partner with LPL Financial Planning Service, with fees starting at $1,750 for the Core/Initial Plan, $3,250 for the Comprehensive Plan, and $3,000 for the Advanced Plan.
Location
155 Passaic Ave, Suite 400, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sheri operates her LPL business under the DBA The Astorino Financial Group Inc. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
The Astorino Financial Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.