Theodore Elias Saade

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/1995 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/1997 → Present
  Seia Llc
  Los Angeles, CA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 08/2023 → Present
  Ses Llc
  Los Angeles, CA

Other Businesses

Rental Property Owner POSITION: Property Owner, NATURE: Rental Property Ownership, INVESTMENT RELATED: No, NUMBER OF HOURS: 1, SECURITIES TRADING HOURS: 0, START DATE: 02/01/2020 ADDRESS: Multiple properties, United States DESCRIPTION: Property Owner Insurance Producer POSITION: Insurance License Holder NATURE: I have an Insurance License used to sell insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/30/1995 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: Insurance sales and service consistent with financial planning. SEIA LLC POSITION: Senior Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1997 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-08
• S63 Uniform Securities Agent State Law Examination
  1995-09-01

Designations

• Certified Financial Planner

Other Names

• Theodore E Saade