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Shane Harold Siederman

BAYRIDGE FINANCIAL GROUP, INC.·ROCKVILLE CENTRE, New York
SIE, Series 7, Series 63, Series 65ChFC21 years registeredBAYRIDGE FINANCIAL GROUP, INC.
330 SUNRISE HWY #110, ROCKVILLE CENTRE, NY 11570CRD# 2563921Firm CRD# 296831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Harold Siederman · ROCKVILLE CENTRE, NY
Registration
CRD #2563921 · BAYRIDGE FINANCIAL GROUP, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

BAYRIDGE FINANCIAL GROUP, INC.
Jul 2022 – present
LPL FINANCIAL LLC
Nov 2005 – Jul 2018
BROOKLYN, NY
CITICORP INVESTMENT SERVICES
Dec 2004 – Dec 2005
BROOKLYN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · December 6, 2004
Years registered · 21
Professional designation · ChFC
03

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BAYRIDGE FINANCIAL GROUP, INC.
CRD 296831 · SEC 801-113193
AUM
$68M
Regulatory assets under management
Employees
5
459 client accounts
Services offered by BAYRIDGE FINANCIAL GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BAYRIDGE FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Shane Harold Siederman offer?
Shane Harold Siederman specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE CENTRE, New York for a consultation.
What are Shane Harold Siederman's credentials?
Shane Harold Siederman holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Shane Harold Siederman located?
Shane Harold Siederman is based in ROCKVILLE CENTRE, New York, working with BAYRIDGE FINANCIAL GROUP, INC.. Their office serves clients in the ROCKVILLE CENTRE metropolitan area and surrounding communities.
How does Shane Harold Siederman charge for services?
Shane Harold Siederman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYRIDGE FINANCIAL GROUP, INC.?
BAYRIDGE FINANCIAL GROUP, INC. has approximately 5 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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