LeAnne Siddell is not listed as a control person, but directly owns under 5% of Egsi Investment Management.
Egsi Investment Management is an investment adviser based in Dublin, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, pension and profit-sharing plans, and high-net-worth individuals. Its regulatory assets under management total $145 million, as filed on 30 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8220123
- Firm
- Egsi Investment Management · CRD 171488
- Role
- Chief Compliance Officer and Operational Manager
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Dublin, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does LeAnne Siddell work?
LeAnne Siddell has been Chief Compliance Officer and Operational Manager of Egsi Investment Management, Inc. since January 2026.
How can I verify LeAnne Siddell’s record?
LeAnne Siddell’s role is listed on Egsi Investment Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171488.