RIA Intelligence

SI BANK & TRUST

CRD #108246 SEC #801-54713 STATEN ISLAND, NY 718-668-3088
SEC Registered
Total AUM
$137.8M
Discretionary
$9.9M
Employees
5
Clients
--
Accounts
153

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BANKS, HAROLDIDIRECTOR OF BOARD OF DIRECTORSNA
COYLE, JAMES, R.ICHIEF OPERATING OFFICERNA Control
DOHERTY, HARRY, PICHAIRMAN & CEONA Control
KELLEHER, DENIS, PATRICKIDIRECTOR OF BOARD OF DIRECTORSNA
KLINGELE, EDWARD, J.ICHIEF FINANCIAL OFFICERNA
MORRIS, JOHN, ROGERIDIRECTOR OF BOARD OF DIRECTORSNA Control
SINGER, HARVEY, B.IINVESTMENT OFFICERNA
WILLIAMS, ANNA, D.ICOMPLIANCE OFFICERNA

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Address

1591 RICHMOND ROAD
STATEN ISLAND, NY 10304-2317
USA
Phone: 718-668-3088