Sid Chaudhry (CRD# 4789015) is an Investment Advisor Representative working at Thurston Hall Investment Research, LLC in Osprey, FL and has over 9 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Thurston Hall Investment Research, LLC | Sarasota, FL | Oct 2021 - Current | 2 |
Unemployed | Boston, MA | Sep 2021 - Oct 2021 | < 1 |
Familywealth Asset Management | Boston, MA | Jul 2019 - Sep 2021 | 2 |
Unemployed | Boston, MA | May 2019 - Jul 2019 | < 1 |
Fidelity Investments | Boston, MA | May 2003 - May 2019 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2014 |
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- FL
- NJ
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$321,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ
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