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Philip Bradley Sidoti

Sidoti & Company, LLC

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About Philip Bradley Sidoti

Philip Bradley Sidoti is a registered representative and financial advisor with Sidoti & Company, LLC, based in New York, NY. Philip has passed a number of professional examinations including the Series 7, Series 63, Series 24 and SIE exams. Philip is also registered with the state of North Carolina and has been in the financial industry since 2023.

Firm Information

Philip Sidoti is currently registered with Sidoti & Company, LLC. Sidoti & Company, LLC is a Limited Liability Company formed in March 1999. It is registered to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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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Philip Sidoti’s Registration & Firm History

NY

01/06/2023 - Present

Sidoti & Company, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Bradley Sidoti.
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