Executive Committee Member, President, Owner · Lsia
Daniel J. Kostaroff
CRD 5321128 · Named on Form ADV at one SEC-registered adviser
At a glance
Lsia, an SEC-registered wealth manager based in Bloomfield Hills, MI with $932 million in regulatory assets, lists Daniel J. Kostaroff on its Form ADV as Executive Committee Member, President, Owner, a control person.
Firms and roles
- LsiaExecutive Committee Member, President, OwnerWealth manager · Bloomfield Hills, MI · $932M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark A. ShankExecutive Committee Member, Owner, Lsia
- Kristine M. HollisterExecutive Committee Member, Chief Business Officer, Owner, Lsia
- Joann L. KayserExecutive Committee Member, Chief Compliance Officer, COO, Owner, Lsia
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.