Unclaimed Profile

Lori Miller Heinel

SSGA FUNDS MANAGEMENT, INC.·BOSTON, Massachusetts

SIE, Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record20 years registeredSSGA FUNDS MANAGEMENT, INC.

1 IRON STREET, BOSTON, MA 02210CRD# 1575735Firm CRD# 111242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Miller Heinel · BOSTON, MA

Registration

CRD #1575735 · SSGA FUNDS MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SSGA FUNDS MANAGEMENT, INC.

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Jul 2010

NEW YORK, NY

CITICORP INVESTMENT SERVICES

Dec 2005 – May 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · December 2, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSGA FUNDS MANAGEMENT, INC.

CRD 111242 · SEC 801-60103

AUM

$1014.3B

Regulatory assets under management

Employees

243

246 client accounts

Services offered by SSGA FUNDS MANAGEMENT, INC.

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at SSGA FUNDS MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Lori Miller Heinel offer?

Lori Miller Heinel specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Lori Miller Heinel's credentials?

Lori Miller Heinel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Miller Heinel located?

Lori Miller Heinel is based in BOSTON, Massachusetts, last registered with SSGA FUNDS MANAGEMENT, INC..

How does Lori Miller Heinel charge for services?

Lori Miller Heinel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SSGA FUNDS MANAGEMENT, INC.?

SSGA FUNDS MANAGEMENT, INC. has approximately 243 employees and manages $1014.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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