Theodore
Saade
Seia
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About this Advisor
Theodore Saade is a certified financial planner operating out of Los Angeles, California with 22 years of industry experience. Saade is on the advisory team at Seia. During their career, Saade has held roles at Signator Investors, Inc, Signature Estate & Investment Advisors and Royal Alliance Associates, Inc. Saade maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Florida and Texas. Seia is a registered investment company based out of Los Angeles, CA. The firm has offices in 12 locations and a total of 98 people on staff. It manages $12 billion in total assets across its 17,180 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 16 charitable organizations. Of its 17,180 accounts, 62% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which service is offered. However, fees charged by Seia most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Theodore Saade Work History
Theodore has been registered as a financial advisor for 22 years.*
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodore Saade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Los Angeles, CA
Houston, TX
Los Angeles, CA
Irvine, CA
Redondo Beach, CA
Los Angeles, CA
Redondo Beach, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
