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Sidney Lord

9 Years of Experience
Scituate, MA
Broker

Sidney Lord is a registered investment advisor at Hartford Funds, based in Scituate, MA, with 9 years of industry experience. Sidney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
58 advisors
IM Fee
Planning only
Assets Under Management
$137.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Scituate, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hartford Funds
September 2025 - Present · 8 mos
Hartford Funds Distributors, LLC
September 2025 - Present · 8 mos
Hartford Funds Distributors, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Proshare Advisors LLC
December 2024 - October 2025 · 10 mos
Profunds Distributors, INC.Broker
June 2023 - October 2025 · 2 yrs 4 mos
Principal Asset Management
June 2020 - April 2023 · 2 yrs 10 mos
Principal Funds Distributor, INC.Broker
March 2020 - April 2023 · 3 yrs 1 mo
Profunds Distributors, INC.Broker
June 2018 - February 2020 · 1 yr 8 mos
American Enterprise Investment Services INC.Broker
January 2018 - May 2018 · 4 mos
Ameriprise Financial Services, INC.
July 2016 - May 2018 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
June 2016 - May 2018 · 1 yr 11 mos
State Registrations2 states
MARI
AdvisorBrokerBoth

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.