Broker Check
Lee Siler

Lee Siler

President & CEO

Lee A. Siler was born in Brooklyn, New York in 1964. After college, he began managing client assets and has been doing so for more than 26 years. His FINRA licenses include the Series 63, 65, 7, and 24. He also holds the life insurance, health insurance, and annuity licenses.

He started his own firm in 1994 and within four years was given an award from Governor Jeb Bush to recognize his firm,, as one of the top 100 fastest growing companies in the State of Florida with over $170 million in assets.

In 1997, Mr. Siler started a radio show that aired locally in the State of Florida. By late 2000 it was picked up by a national syndicator, the Business Talk Radio Network. “The Stock Doctor” was dispensing advice to investors in over 60 U.S. radio markets on radio and worldwide via the internet. His nickname, the Stock Doctor, became a household name nationwide and his investment advice and strategies became daily appointment radio. During the market meltdown in the early 2000’s, clients and listeners made it part of their daily routine to listen to the Stock Doctor. In 2010, Mr. Siler stopped doing daily radio broadcasts so that he could focus on his existing clients. Mr. Siler has continued to appear on radio and TV with more than 100 television broadcasts, including a New Year's Eve appearance on the NBC Nightly News with Tom Brokaw.

His hands-on proactive investment management is the reason clients come to him from all over the country. He employs a terrific and knowledgeable support staff but is personally involved in every client’s portfolio management.

Mr. Siler strives to employ the 3-P money management style:

  • Protect in a down market
  • Perform in a flat market
  • Participate in an up market

This investment philosophy has and will help his clients achieve their goals no matter what the current market conditions may be.

Mr. Siler is married to wife, Dora, a realtor in the Greater Orlando Area. The family enjoys residence in Central Florida with their son, Anthony, and daughter, Madison.