TS
CFP
TS
CFP

Theodore Saade

30 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Theodore Saade is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 30 years of industry experience.

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Theodore owns a single-family residence and holds an insurance license to sell life and long-term care insurance, dedicating minimal time to each. He is also a senior partner at SEIA, where he advises clients full-time.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
March 2001 - Present · 25 yrs 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
September 1995 - November 2018 · 23 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1995 - May 1997 · 1 yr 8 mos
State Registrations27 states
AKAZCACOCTFLHIIDILINMAMDMIMNMONCNJNMNVNYORSCTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Theodore Saade - Financial Advisor | TrueAdvisor