KS
KS

Kris Sidial

6 Years of Experience
Melville, NY
1 Disclosure

Kris Sidial is a registered investment advisor at The Ambrus Group LLC, based in Melville, NY, with 6 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
7 clients
Average Client Portfolio
$61.5M average
Assets Under Management
$430.6M

Fee Structure

Investment management only (planning not offered)

The Ambrus Group manages investments for pooled investment vehicles and separately managed accounts. The firm's fee is based on a percentage of the assets they manage, ranging from 0% to 2% per year. The specific fee arrangement is detailed in each client's investment management agreement.

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Location

25 Melville Park Road, Suite 204, Melville, NY, 11747

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2020
Employment History
Current Registrations
The Ambrus Group LLC
May 2022 - Present · 4 yrs
Previous Registrations
BMO Capital Markets CORP.Broker
June 2018 - September 2020 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.