Jeffrey Sickler, financial advisor Portsmouth NH

Jeffrey Sickler

CRD Number: 2781999
Current Firm: Odiorne Point Asset Management, LLC

Jeffrey Sickler (CRD# 2781999) is an Investment Advisor Representative working at Odiorne Point Asset Management, LLC in Portsmouth, NH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Odiorne Point Asset Management, LLC Portsmouth, NH Apr 2023 - Current 1
Estate Planners Of New England, LLC Portsmouth, NH Jun 2019 - Apr 2023 3
Santander Bank, Na Derry, NH Jan 2005 - May 2019 14
Santander Investments Derry, NH Jan 2005 - Apr 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey D. Sickler
Phone Number: 603-502-8585
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

ME, NH

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