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.
- Designations
- RICPreportedlidoadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- lidoadvisors.com/team/gaetano-saccoreportedlidoadvisors.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.
- Lido independent RIA currentsince Dec 8, 2025 · Warren, Nj
- Fountainhead Advisors formerJul 30, 2019 to Jan 8, 2026 · Warren, Nj
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Jul 24, 2019 · Iselin, Nj
- Msi Financial Services, Inc. formerFeb 28, 2013 to Mar 25, 2017 · Allentown, Pa
- Fountainhead Advisors to Lidoleft Jan 8, 2026, registered Dec 8, 2025 (-31 days) · RIA to RIA · moved with a team
- MML Investors Services, LLC to Fountainhead Advisorsleft Jul 24, 2019, registered Jul 30, 2019 (6 days) · Affiliated broker-dealer or bank to independent RIA
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Gaetano Anthony Sacco left Fountainhead Advisors for Lido (registered 2025-12-08)Jan 8, 2026 · Advisor changed firm · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address