Stephen
Siders

Odyssey Personal Financial Advisors, LLC

CRD#4208700
Investment Advisor
in Roswell, GA

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About this Advisor

Stephen Siders is a financial advisor based in Roswell, Georgia, working with Odyssey Personal Financial Advisors, LLC. Stephen has previously held positions at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Odyssey Personal Financial Advisors, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, North Carolina, and Virginia. Currently, Stephen is part of Odyssey Personal Financial Advisors, LLC, which operates out of Roswell, Georgia. The firm has 5 employees and manages assets totaling $264.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Odyssey Personal Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

500 Sun Valley Drive Suite A-6
Roswell, GA 30076

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Odyssey Personal Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$263,970,000

GA Average: $3,570,121,308
Total Number of Employees

5

GA Average: 58
Total Number of Accounts

914

GA Average: 1,608
Average Account Size

$288,807

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Stephen Siders Work History

2022 - Present (2 years)

Odyssey Personal Financial Advisors, LLC

2003 - 2022 (19 years)

Cetera Financial Specialists LLC

2003 - 2022 (19 years)

Cetera Investment Advisers LLC

Disclosures

Please visit the SEC profile of Stephen Siders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Odyssey Personal Financial Advisors, LLC

Anne Simpson
Roswell, GA
Robert Fezza
Roswell, GA
Stephen Siders
Roswell, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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