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Daniel Joseph Kostaroff

LS INVESTMENT ADVISORS, LLC·BLOOMFIELD HILLS, Michigan
Clean record16 years registeredLS INVESTMENT ADVISORS, LLC
39533 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304-5106CRD# 5321128Firm CRD# 146829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Kostaroff · BLOOMFIELD HILLS, MI
Registration
CRD #5321128 · LS INVESTMENT ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

LSIA
Jul 2010 – present
02

Registrations & Exams

Registration record
First registered · July 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LS INVESTMENT ADVISORS, LLC
CRD 146829 · SEC 801-69340
AUM
$803M
Regulatory assets under management
Employees
12
357 client accounts
Services offered by LS INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LS INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel Joseph Kostaroff offer?
Daniel Joseph Kostaroff specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Daniel Joseph Kostaroff's credentials?
Daniel Joseph Kostaroff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Kostaroff located?
Daniel Joseph Kostaroff is based in BLOOMFIELD HILLS, Michigan, working with LS INVESTMENT ADVISORS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Daniel Joseph Kostaroff charge for services?
Daniel Joseph Kostaroff'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 LS INVESTMENT ADVISORS, LLC?
LS INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $803M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LS INVESTMENT ADVISORS, LLC

William Francis Camp
BLOOMFIELD HILLS, MI
Jay Edwin Van Cleave
BLOOMFIELD HILLS, MI
Karen Lynn Mcclintock
BLOOMFIELD HILLS, MI
Mark Andrew Shank
BLOOMFIELD HILLS, MI
Timothy James Cooney
BLOOMFIELD HILLS, MI

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