Edward Gerard Siddell

Employer firm

Egsi Investment Management CRD 171488

$145M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Egsi
  Dublin, OH
• 09/2011 → Present
  Prosperity Capital Advisors
  Westlake, OH

Previous Registrations

• 2011-11-17 → 2015-07-10
  Prosperity Capital Advisors
  Dublin, OH
  Westlake, OH
• 2010-11-10 → 2011-06-30
  Eastwind Capital Wealth Management
  Westerville, OH
• 2009-10-29 → 2011-06-16
  American Investment Services
  Dublin, OH
• 2005-01-07 → 2010-10-19
  Greenbook Investment Management, Inc.
  Dublin, OH
• 2004-08-27 → 2004-12-31
  Xelan Financial Planning, Inc.
  Columbus, OH
• 2003-04-07 → 2004-07-20
  Xelan Financial Planning, Inc.
  Columbus, OH

Other Businesses

DBA: EDWARD G. SIDDELL, (EGSI FINANCIAL SERVICES, INC.) MGT COMPANY, CEO, DEVELOPS BUSINESS, INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-03