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Sidney Benjamin Koeppel

Solomon Partners Securities, LLC

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About Sidney Benjamin Koeppel

Sidney Koeppel is a securities professional with over two years of experience in the financial services industry. Sidney is currently registered with Solomon Partners Securities, LLC in New York, NY. Previously, Sidney was employed with Whitehall Capital Markets LLC. Sidney holds the Series 7, Series 79, and Series 63 licenses, as well as the SIE exam. Sidney is registered with the state of New York.

Firm Information

Sidney Koeppel is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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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Sidney Koeppel’s Registration & Firm History

NY

11/15/2022 - Present

Solomon Partners Securities, LLC (NEW YORK NY)

NY

07/31/2018 - 09/20/2020

WHITEHALL CAPITAL MARKETS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sidney Benjamin Koeppel.
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