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Stephen Andrew Siders

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC·ROSWELL, Georgia
SIE, Series 7, Series 66CFPClean record23 years registeredODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
500 SUN VALLEY DRIVE, ROSWELL, GA 30076CRD# 4208700Firm CRD# 322496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Andrew Siders · ROSWELL, GA
Registration
CRD #4208700 · ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FORUM FINANCIAL MANAGEMENT, LP
Dec 2025 – present
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
Sep 2022 – Dec 2025
ROSWELL, GA
CETERA INVESTMENT ADVISERS LLC
Jul 2003 – Oct 2022
ROSWELL, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 16, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
CRD 322496 · SEC 801-126453
AUM
$264M
Regulatory assets under management
Employees
5
914 client accounts
Services offered by ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stephen Andrew Siders offer?
Stephen Andrew Siders specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Stephen Andrew Siders's credentials?
Stephen Andrew Siders holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Andrew Siders located?
Stephen Andrew Siders is based in ROSWELL, Georgia, working with ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Stephen Andrew Siders charge for services?
Stephen Andrew Siders's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC?
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

Robert Francis Fezza
ROSWELL, GA
CFP

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