DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ethan Howard Saidel
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Mar 30, 2023
In the industry
24 y
since Oct 6, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Mar 30, 2023 · Livingston, Nj
- Private Portfolio Partners, LLC formerMay 4, 2017 to Mar 31, 2023 · Paramus, Nj
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to May 9, 2017 · West Caldwell, Nj
- Chase Investment Services Corp. formerNov 30, 2006 to Oct 1, 2012 · Newark, Nj
- Cetera Investment Services LLC formerMar 9, 2005 to Nov 22, 2006 · Jersey City, Nj
Moves
a registration end followed by a registration begin elsewhere
- Private Portfolio Partners, LLC to LPL Financial LLCleft Mar 31, 2023, registered Mar 30, 2023 (-1 days) · RIA to affiliated broker-dealer or bank · moved with a team
- J.P. Morgan Securities LLC to Private Portfolio Partners, LLCleft May 9, 2017, registered May 4, 2017 (-5 days) · Other · moved with a team
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Cetera Investment Services LLC to Chase Investment Services Corp.left Nov 22, 2006, registered Nov 30, 2006 (8 days) · Other
Signals
- Ethan Howard Saidel left Private Portfolio Partners, Llc for Lpl Financial Llc (registered 2023-03-30)Mar 31, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address