Siler Wealth Management is the dba for SDR Investment Management, Inc. for its investment advisory services. SDR Investment Management, Inc. is a succession advisory firm from Stockdr.com which was founded in 1997 by Lee A. Siler. Siler Wealth Management is a recognized investment advisor with the following three firms, TD Ameritrade, Charles Schwab & Co. and Penson Financial. Per the client’s choice, any of these firms will custody the Siler Wealth Management client funds and execute the transactions for the advisory services.
In addition to SWM's regular reporting, clients have access to their account information via their custodian’s website. In addition to advisory services, some of the investment professionals at SWM Investment Management, Inc may be licensed through the broker/dealer, Merrimac Corporate Securities, Inc. members FINRA and SIPC.
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