Theodore
Saade

Seia

CRD#2650992
Investment Advisor
in Los Angeles, CA
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About this Advisor

Theodore Saade is a certified financial planner who lives in Los Angeles, California. Currently a registered investment advisor with Seia, Saade has an impressive 23 years of practice as a registered advisor. Saade has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Saade is registered to work with customers based out of California. Over the course of their career, they have held roles at Signator Investors, Inc, Signature Estate & Investment Advisors and Royal Alliance Associates, Inc. Seia is headquartered in Los Angeles, California, and has six other locations across the nation. Overall, Seia oversees $6 billion in assets across 10,210 accounts and employs more than 85 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Seia offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$6,223,150,162

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

11,606

CA Average: 3,727
Average Account Size

$536,201

CA Average: $2,033,427

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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 23 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2001 - Present (18 years)

Signature Estate & Investment Advisors

1995 - Present (24 years)

Signator Investors, Inc

Disclosures

Theodore Saade has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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