Edward Siddell has been Owner of Egsi Investment Management since April 2014, is a control person of the firm and directly owns 75% or more of it.
Egsi Investment Management, Inc. is a Dublin, OH firm with $145M under management, 278 clients and 4 advisers in one office, as of its July 2026 filing.
Edward Siddell’s longest registration is the current one, 12 years at Egsi Investment Management since 2014. Before joining Egsi Investment Management in 2014, Edward Siddell was registered through Prosperity Capital Advisors and Eastwind Capital, LLC.
- Egsi Investment ManagementCurrent– present · 12 yearsDublin, OH · Adviser representative · Firm CRD 171488
- Prosperity Capital Advisors– · 3 yearsDublin, OH · Adviser representative · Firm CRD 156480
- Eastwind Capital, LLC– · under a yearWesterville, OH · Adviser representative · Firm CRD 146957
- American Investment Services– · 1 yearDublin, OH · Adviser representative · Firm CRD 144088
- Greenbook Investment Management, Inc.– · 5 yearsDublin, OH · Adviser representative · Firm CRD 131563
- Xelan Financial Planning, Inc.– · under a yearColumbus, OH · Adviser representative · Firm CRD 123794
- Xelan Financial Planning, Inc.– · 1 yearColumbus, OH · Adviser representative · Firm CRD 123794
Investment adviser representative registrations
Edward Siddell is registered as an investment adviser representative in Ohio, since July 2014.
- OhioSince 11 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 24 October 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2003 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Gerard Siddell
- CRD
- 4652777
- Firm
- Egsi Investment Management · CRD 171488
- Role
- Owner
- Office
- 5100 PARKCENTER AVE, SUITE 120, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Siddell work?
Edward Siddell has been Owner of Egsi Investment Management, Inc. since April 2014, and is a control person of the firm.
Is Edward Siddell a financial advisor?
Yes. Edward Siddell has a current investment-adviser registration in Ohio, through Egsi Investment Management since July 2014.
How many years of experience does Edward Siddell have?
Edward Siddell has 23 years in the financial industry, since October 2003, across 6 adviser firms.
What exams has Edward Siddell passed?
Edward Siddell has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in April 2003.
Where did Edward Siddell work before Egsi Investment Management?
Before Egsi Investment Management, Edward Siddell was registered through Eastwind Capital, LLC, November 2010 to June 2011; American Investment Services, October 2009 to June 2011; Greenbook Investment Management, Inc., January 2005 to October 2010; Xelan Financial Planning, Inc., August 2004 to December 2004; Xelan Financial Planning, Inc., April 2003 to July 2004.
Where is Edward Siddell based?
Edward Siddell’s registered office is in Dublin, OH.
Is Edward Siddell registered with FINRA?
No. Edward Siddell has no current broker registration.
How can I verify Edward Siddell’s record?
Search CRD 4652777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Siddell’s full registration record.