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.
Jared Christopher Siegel
- Title
- Chief Executive Officerreportedaerodigmwealth.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.
- Aerodigm Wealth LLC independent RIA currentsince Aug 20, 2016 · Lake Oswego, Or
- LPL Financial LLC BD affiliatedSep 8, 2009 to Dec 1, 2009 · Portland, Or
- Associated Securities Corp. unclassifiedJan 7, 2009 to Sep 8, 2009 · Portland, Or
- Strategic Wealth Advisors Group formerApr 1, 2008 to Mar 31, 2010 · Portland, Or
- Fsc Securities Corporation formerMar 14, 2008 to Jun 17, 2008 · Portland, Or
- Strategic Wealth Advisors Group to Associated Securities Corp.left Mar 31, 2010, registered Jan 7, 2009 (-448 days) · Other
- LPL Financial LLC to Aerodigm Wealth LLCleft Dec 1, 2009, registered Aug 20, 2016 (2454 days) · Other
- Associated Securities Corp. to LPL Financial LLCleft Sep 8, 2009, registered Sep 8, 2009 (0 days) · Other
- Fsc Securities Corporation to Strategic Wealth Advisors Groupleft Jun 17, 2008, registered Apr 1, 2008 (-77 days) · Other
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address