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Kris Shawn Sidial

THE Ambrus Group LLC

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About Kris Shawn Sidial

Kris Sidial is a financial advisor who works at The Ambrus Group LLC. Kris is registered to provide investment advice in Florida and Texas. Kris is licensed to offer securities advice in both states and has a Series 7, Series 63, and Series 65 licenses. Kris has been in the industry since 2018 and has previously worked at BMO Capital Markets Corp. The Ambrus Group LLC manages assets for individuals, pooled investment vehicles, and businesses. The firm offers portfolio management services and specializes in investment advisory services.

Firm Information

Kris Sidial is currently registered with THE Ambrus Group LLC. THE Ambrus Group LLC is a Registered Investment Advisor with approximately $31.14 million in assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They have 3 clients, including 2 pooled investment vehicles and 1 individual.

$31.14M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kris Sidial’s Registration & Firm History

NY

11/29/2022 - Present

THE Ambrus Group LLC (Melville NY)

NY

06/27/2018 - 09/09/2020

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kris Shawn Sidial. Review regulatory record here.
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