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 SEC-registered since 2000. FINTRX classifies ownership as a mix of a domestic entity and individual ownership. The firm is listed as “Unclassified” in the snapshot data and does not identify itself as a capital allocator or a multi-state adviser. It is not flagged as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide details on the firm’s client base, fee schedule, or specific advisory 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

    Founder, Chairman & CEOCRD 1359648

Contacts

3 of 25
  • DUSTIN CRONK

    DirectorCRD 5625154

  • Charles Mele

    Registered RepresentativeCRD 6974474

  • Aashi Alpesh Shah

    Equity Research AnalystCRD 7519432

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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