Edward Gerard Siddell
Investment adviser representative at Egsi Investment Management
24 yearsExperience
1 stateRegistered in
$144.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Egsi Investment ManagementJul 2014 to now
- Prosperity Capital AdvisorsSep 2011 to now
- EgsiAug 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
Egsi Investment Management
Legal name: Egsi Investment Management, Inc.
$144.7MAssets managed
278Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4652777
- Firm CRD
- 171488