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RIA / WealthAdvisor11 years in industry

ISAAC JESS HUETHER

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT

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Search this name across graphsid dfx:ria:6e630a8a-5f1a-e300-e82f-7393877fcff7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 12, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 12, 2015
First registration: Nov 30, 2020
Dual registered: no
IAPD individual key: 6466508

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	Sep 21, 2023	n/a	yes	PROVO, UT	Current employment
MORGAN STANLEY	Wirehouse	Sep 5, 2023	Oct 2, 2023	no	Sandy, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 20, 2022	Sep 5, 2023	no	ARLINGTON, VA\|Sandy, UT	Previous registration
SVB INVESTMENT SERVICES INC.	Former SEC adviser	Nov 30, 2020	Apr 18, 2022	no	Menlo Park, CA\|SAN FRANCISCO, CA\|Cottonwood Heights, UT\|Cottonwood Heights, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	PORTSIDE WEALTH GROUP, LLC	Oct 2, 2023	Sep 21, 2023	-11	Firm change	Wirehouse to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Sep 5, 2023	Sep 5, 2023	0	Bulk transfer	RIA to wirehouse
SVB INVESTMENT SERVICES INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 18, 2022	Apr 20, 2022	2	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 5, 2023 to Oct 2, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2022 to Sep 5, 2023factForm ADV
→ SVB INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Nov 30, 2020 to Apr 18, 2022factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
Isaac Jess Huether left Morgan Stanley for Portside Wealth Group, Llc (registered 2023-09-21)
Form ADVobserved 5 days ago
Occurred
Apr 18, 2022
Advisor changed firm
Isaac Jess Huether left Svb Investment Services Inc. for E*Trade Capital Management, Llc (registered 2022-04-20)
Form ADVobserved 5 days ago