Sidoti & Company, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
102860
Registered since
April 24, 2000

Firm profile

FINTRX

Overview

Sidoti & Company, LLC is organized as a limited liability company with ownership identified as both a domestic entity and an individual. The firm's profile in the source dataset is sparse: it is categorized as "Unclassified" and does not flag itself as a capital allocator, ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptive details about its advisory activities, client segments, fee structure, or other business lines in the supplied data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Sidoti

    Peter Sidoti

    Founder, Chairman & CEOCRD 1359648

Contacts

3 of 25
  • Helena Openshaw

    Helena Openshaw

    Senior EditorCRD 1123234

  • Howard Fischer

    Financial Advisor and Registered RepresentativeCRD 1637077

  • Marc Riddick

    Marc Riddick

    AnalystCRD 2236798

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1177 Of Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth