Ethan Howard Saidel

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 05/2017
  Jpmorgan Chase Na
  West Caldwell, NJ
• 10/2012 → 05/2017
  J.P. Morgan Securities Llc
  Verona, NJ
• 05/2017 → Present
  Lpl Financial, Llc
  Livingston, NJ
• 05/2017 → Present
  Private Portfolio Partners, Llc
  Verona, NJ

Previous Registrations

• 2017-05-04 → 2023-03-31
  Private Portfolio Partners, Llc
  Paramus, NJ
  Verona, NJ
• 2012-10-01 → 2017-05-09
  J.P. Morgan Securities Llc
  West Caldwell, NJ
  Upper Montclair, NJ
  Verona, NJ
  Cedar Grove, NJ
  Verona, NJ
• 2006-11-30 → 2012-10-01
  Chase Investment Services Corp.
  Newark, NJ
  Verona, NJ
  Verona, NJ
  Haledon, NJ
  Haledon, NJ
  Fairfield, NJ
  Fairlawn, NJ
  West Caldwell, NJ
  Cedar Grove, NJ
  Upper Montclair, NJ
  West Caldwell, NJ
• 2005-03-09 → 2006-11-22
  Cetera Investment Services Llc
  Jersey City, NJ
  Jersey City, NJ

Other Businesses

1. 5/3/2017 - ETHAN SAIDEL - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 05/01/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - Life insurance and Fixed annuities. 2. 5/18/2017 - Saidel Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/15/2017 - 1 Hour Per Month During Securities Trading. 3. 12/18/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agents - Started 12/12/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 02/01/2022 - SKZ Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/31/2022 - 160 Hours Per Month/8 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-16
• S63 Uniform Securities Agent State Law Examination
  2001-10-06

Designations

• Certified Financial Planner