Sidoti & Company, LLC

Broker-DealerFINRA MemberEst. 2000
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 and has been registered with the SEC since 2000. The firm is identified in the data as a domestic entity/individual owner and is listed under an "Unclassified" adviser type. Available disclosures indicate the firm is not a capital allocator, does not describe itself as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The snapshot does not include detail on specific advisory or business activities.

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
  • Dustin Cronk

    Dustin Cronk

    DirectorCRD 5625154

  • Charles Mele

    Registered RepresentativeCRD 6974474

  • Aashi Alpesh Shah

    Aashi Alpesh Shah

    Equity Research AnalystCRD 7519432

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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