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ETFIDEA, LLC

SYRACUSE, NY · CRD 121188 · IAPD ↗ · etfidea.com · 315-472-6221

$392.9MRegulatory AUM
4Advisory reps
7Employees
3Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — ETFIDEA, LLC (SYRACUSE, NY) left the SEC roster (was $392.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.