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Other Side Asset Management, LLC CRD 291263
$32.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4141 Banks Stone Drive, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| NJ | RA | APPROVED | 2025-11-05 |
| NC | RA | APPROVED | 2018-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Florham Park | NJ | 08/2007 | 01/2018 |
| Other Side Asset Management, Llc | Raleigh | NC | 01/2018 | Present |
INSURANCE SALES; INVESTMENT-RELATED; RALEIGH, NC; INSURANCE AGENT; APPROXIMATELY 20 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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