About

Shane H. Siederman has acquired his Series 7, 63, 65 and life and health insurance licenses. Most of his career was spent with Citigroup/Citicorp Investment Services and he was the only advisor in his area to get a personal call from the CEO while he was there, not just for performance but mainly for his customer service and integrity. Shane was given multiple awards from upper management at Smith Barney and Citibank. The month before breaking away from Citigroup, Shane also received another award from the regional manager of Citibank for properly handling roughly 1500 accounts and his leadership within the firm.

Jason D’Amelio started his career at Citigroup in 2002 and went off on his own to run a Citicorp investment Services Financial Center as the head financial advisor for two and a half years. Jason was a rising star in the area and had amassed a great reputation in that short period of time due to his work ethic and great customer care. Jason is a Poly Prep and St. Johns University graduate and he is licensed with a Series 7, 63, 24 and Life and Health Insurance license.

Shane and Jason both agreed to become completely independent so that they can service their clients in the best possible way which would be to tailor-make a financial plan specific to the client’s needs and concerns. As a result, Shane and Jason researched numerous firms that had the best track records as far as research and giving unbiased advice for the client. After visiting LPL Financial headquarters and meeting their research team, lawyers, marketing experts, CPA’s, analysts, technology experts and many others, Shane and Jason decided that LPL Financial was the best solution to help their clients get truly unbiased advice.

On November 15th 2005, Shane and Jason resigned from Citigroup and founded the Bay Ridge Financial Group.

Shane and Jason have numerous high profile clients who choose to do business with them based on their integrity and great track record.