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.
Theodore Andrew Harris
- Title
- Managing Partnerreportedsachemhill.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Sachem Hill LLC independent RIA currentsince Apr 2, 2018 · Boulder, Co
- Sachem Hill, LLC formerDec 2, 2024 to Mar 19, 2025 · Denver, Co
- Bok Financial Private Wealth, Inc. independent RIAJan 14, 2004 to May 19, 2016 · Denver, Co
- Sachem Hill, LLC to no registered destinationleft Mar 19, 2025 · Departure, no registered destination
- Bok Financial Private Wealth, Inc. to Sachem Hill LLCleft May 19, 2016, registered Apr 2, 2018 (683 days) · Other
- Theodore Andrew Harris no longer registered at Sachem Hill, Llc; no later IA registration on IAPDMar 19, 2025 · Advisor departure · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address