Shane Siederman
Shane Siederman is a ChFC-designated registered investment advisor at Bayridge Financial Group, INC., based in Rockville Centre, NY, with 30 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 447 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $750K | 1.15% |
| $750K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.85% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed annual rate or dollar amount.
Fee Estimator
Location
330 Sunrise Hwy #110, Rockville Centre, NY, 11570
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Shane sells fixed life insurance products with an outside agent, dedicating about 10% of his time to this activity. He also owns rental real estate and is a book writer, and is a partner at Bayridge Financial Group, spending nearly full-time hours on advisory services and securities trading.
Employment History
Current Registrations
Bayridge Financial Group, INC.
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Ifs SecuritiesBroker
LPL Financial LLC
LPL Financial LLCBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
MML Investors Services, INC.Broker
Equity Services, INC.Broker
Corporate Securities Group, INC.Broker
Gaines, Berland INC.Broker
Shamus Group, INC.Broker
D. H. Blair & CO., INC.Broker
The Boston GroupBroker
Whale Securities CO., L.P.Broker
A.S. Goldmen & CO., INC.Broker
Gruntal & CO. IncorporatedBroker
A. T. Brod & CO. INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.