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Owner · Egsi Investment Management

Edward G. Siddell

CRD 4652777 · Named on Form ADV at one SEC-registered adviser

At a glance

Egsi Investment Management, an SEC-registered wealth manager based in Dublin, OH with $145 million in regulatory assets, lists Edward G. Siddell on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • LeAnne SiddellChief Compliance Officer and Operational Manager, Egsi Investment Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.