Edward G. Siddell
Professional summary
Edward Gerard Siddell, AIF® is a registered financial advisor currently at EGSI INVESTMENT MANAGEMENT located in Dublin, Ohio.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Edward has worked at 7 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Gerard Siddell's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2014 - Present
EGSI INVESTMENT MANAGEMENT
Office #1: 5100 Parkcenter Ave Suite 120, Dublin, OH 43017November 17, 2011 - July 10, 2015
PROSPERITY CAPITAL ADVISORS
November 10, 2010 - June 30, 2011
EASTWIND CAPITAL WEALTH MANAGEMENT
October 29, 2009 - June 16, 2011
AMERICAN INVESTMENT SERVICES
October 25, 2006 - September 17, 2008
FIRST ALLIED SECURITIES, INC.
January 7, 2005 - October 19, 2010
GREENBOOK INVESTMENT MANAGEMENT, INC.
August 27, 2004 - December 31, 2004
XELAN FINANCIAL PLANNING, INC.
April 7, 2003 - July 20, 2004
XELAN FINANCIAL PLANNING, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/11/2014)
Exams
Current Firm
EGSI INVESTMENT MANAGEMENT
CRD#: 171488 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 671 |
| AUM (Assets Under Management) | $ 121,115,736 |
Red Flags
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