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SK

Siegfried Koschel

ALTRUIST FINANCIAL
Culver City, CA 90232
CRD#: 3044090
Some features on this profile are disabled
SK
Siegfried KoschelALTRUIST FINANCIAL

Professional summary

Siegfried Koschel, who also goes by Siegfried Koschel, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.

Siegfried is registered as a RR (Registered Representative) and started their career in finance in 1998. Siegfried has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Siegfried Koschel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Siegfried Koschel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 11, 2022 - Present

ALTRUIST FINANCIAL LLC

Office #1: 5833 Perry, Culver City, CA 90232Office #3: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201
BD
CRD#: 299274
Culver City, CA
Past

June 20, 2020 - November 9, 2021

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
San Clemente, CA
Past

April 23, 2020 - November 9, 2021

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

January 1, 2013 - April 17, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

March 1, 2010 - January 3, 2011

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

August 14, 2007 - January 9, 2009

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

February 7, 2006 - July 10, 2007

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

June 29, 2001 - January 12, 2006

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

October 21, 1998 - March 12, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/11/2022)
RR
Alaska
(1/11/2022)
RR
Arizona
(1/11/2022)
RR
Arkansas
(1/11/2022)
RR
California
(1/11/2022)
RR
Colorado
(1/11/2022)
RR
Connecticut
(1/11/2022)
RR
Delaware
(1/11/2022)
RR
District of Columbia
(1/11/2022)
RR
Florida
(1/11/2022)
RR
Georgia
(1/11/2022)
RR
Hawaii
(1/11/2022)
RR
Idaho
(1/11/2022)
RR
Illinois
(1/11/2022)
RR
Indiana
(1/11/2022)
RR
Iowa
(1/11/2022)
RR
Kansas
(1/11/2022)
RR
Kentucky
(1/11/2022)
RR
Louisiana
(1/11/2022)
RR
Maine
(1/11/2022)
RR
Maryland
(1/11/2022)
RR
Massachusetts
(1/11/2022)
RR
Michigan
(1/11/2022)
RR
Minnesota
(1/11/2022)
RR
Mississippi
(1/11/2022)
RR
Missouri
(1/11/2022)
RR
Montana
(1/11/2022)
RR
Nebraska
(1/11/2022)
RR
Nevada
(1/11/2022)
RR
New Hampshire
(1/11/2022)
RR
New Jersey
(1/11/2022)
RR
New Mexico
(1/11/2022)
RR
New York
(1/11/2022)
RR
North Carolina
(1/11/2022)
RR
North Dakota
(1/11/2022)
RR
Ohio
(1/11/2022)
RR
Oklahoma
(1/11/2022)
RR
Oregon
(1/11/2022)
RR
Pennsylvania
(1/11/2022)
RR
Puerto Rico
(1/11/2022)
RR
Rhode Island
(1/11/2022)
RR
South Carolina
(1/11/2022)
RR
South Dakota
(1/11/2022)
RR
Tennessee
(1/11/2022)
RR
Texas
(1/11/2022)
RR
Utah
(1/11/2022)
RR
Vermont
(1/11/2022)
RR
Virgin Islands
(1/11/2022)
RR
Virginia
(1/11/2022)
RR
Washington
(1/11/2022)
RR
West Virginia
(1/11/2022)
RR
Wisconsin
(1/11/2022)
RR
Wyoming
(1/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/16/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/23/2026
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information

Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTRUIST FINANCIAL LLC

CRD#: 299274Culver City, CA 90232

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