Robert M. Siddoway

TETRANT FINANCIAL

Gilbert, AZ 85234

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CRD#: 5726407

Professional summary

Robert Mead Siddoway, CFP®, who also goes by Robert Siddoway, is a registered financial advisor currently at TETRANT FINANCIAL located in Gilbert, Arizona.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Siddoway

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.

TETRANT LLC IS THE ENTITY THAT CONDUCTS ALL OTHER BUSINESS RELATED TO MY ESTATE AND FINANCIAL PLANNING/WEALTH MANAGEMENT PRACTICE THAT DOES NOT FALL UNDER THE RIA FUNCTIONALITY OF TETRANT FINANCIAL. SOME OF THESE OUTSIDE ACTIVITIES INCLUDE: ESTATE PLANNING, BROKERING INSURANCE (LIFE, HEALTH, DISABILITY, HOME, AND AUTO), BROKERING INVESTMENTS THAT ARE NOT READILY AVAILABLE THROUGH MY RIA CUSTODIANS (THIS IS DONE THROUGH CAMBRIDGE INVESTMENT RESEARCH, INC. - CURRENT BROKER DEALER), AND ANY CONSULTING OR PHILANTHROPIC ACTIVITIES THAT I AM INVOLVED IN ALSO WORK THROUGH THE TETRANT LLC. THE MAJORITY OF MY BUSINESS EXPENSES SUCH AS PAYROLL, SOFTWARE, RENT, ASSOCIATION DUES, MARKETING, ETC. ARE FLOWED THROUGH THE TETRANT LLC AS WELL. A SEPARATE SET OF BOOKS IS KEPT FOR EACH LLC AS WELL AS SEPARATE BANK ACCOUNTS. TETRANT LLC WORKS IN TANDEM WITH TETRANT ADVISORY LLC TO PROVIDE ALL OF THE NECESSARY SERVICES AND PRODUCTS NEEDED FOR A COMPREHENSIVE FINANCIAL PLAN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mead Siddoway's 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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 29, 2013 - Present

TETRANT FINANCIAL

Office #1: 3303 E Baseline Rd Ste 112, Gilbert, AZ 85234Office #2: 22211 S Ellsworth Rd, Queen Creek, AZ 85142

RIA

CRD#: 150985

Gilbert, AZ

Past

July 1, 2013 - November 18, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GILBERT, AZ

Past

October 7, 2011 - July 1, 2013

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

GILBERT, AZ

Past

November 6, 2009 - July 1, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

GILBERT, AZ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/29/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/6/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/22/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/5/2009

General Securities Representative Examination

Current Firm

TETRANT FINANCIAL

CRD#: 150985 / SEC#:

Arizona

Registered Investment Advisory firm - (8/11/2009 Approved)

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Contact information

Main Address

3303 E Baseline Rd Ste 112, Gilbert, AZ 85234

Mailing Address

Phone number

(888) 852-8070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 4,473,789

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.

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Robert M. Siddoway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mead Siddoway's CRS (Customer Relationship Summary).

Certified licenses

Experience

TETRANT FINANCIAL

CAMBRIDGE INVESTMENT RESEARCH, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2011

Series 63

Date: 9/22/2009

Series 7

Date: 11/5/2009

Current Firm

TETRANT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TETRANT FINANCIAL

TRUST BUT VERIFY

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