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Stephen Andrew Siders

Forum Financial Management, LP

Roswell, GA

Lombard, IL

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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-15
  • GA RA
    APPROVED
    Since 2025-12-15

Branch Locations

500 Sun Valley Drive Suite A-6, Roswell, GA 30076 • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Financial Specialists Llc Schaumburg IL 06/2003 10/2022
Cetera Investment Advisers Llc Schaumburg IL 07/2003 10/2022
Odyssey Personal Financial Advisors, Llc Roswell GA 09/2022 12/2025
Odyssey Personal Financial Advisors, Llc Roswell GA 07/2006 09/2022
Forum Financial Management, Lp Lombard IL 11/2025 Present
Forum Financial Management, Lp Lombard IL 01/2026 Present
Previous Registrations
Other Businesses

1) Rotary Club of North Fulton; Not investment related; P.O. Box 352; Civic Organization; Secretary; Board of Directors; 7/11/2013; Less than 5 hours/month; 0 hours during securities trading hours; tracks club membership and club activities. 2) FS Group LLC; Not investment related; 500 Sun Valley Drive, Suite A-6, Roswell, GA 30076; Real Estate Holding Company; Co-Owner; 02/2007; Less than 5 hours/month; 0 hours during securities trading hours; Oversee and manage office suite. 3) Odyssey Personal Financial Advisors Cash Balance Plan; Investment Related; 500 Sun Valley Drive, A6, Roswell, GA 30076; Trustee of Retirement Plan; 7/2022; Co-Trustee; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Follow plan document for contributions and manage investments in retirement plan. 4) F.A.M. LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2026; less than 5 hours per month; less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-06
  • S66 Uniform Combined State Law Examination
    2000-12-06
Designations
Other Names
  • Steve Siders

View on SEC IAPD

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