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Alyson Lapidus

Investment adviser representative at Seia
9 yearsExperience
1 stateRegistered in
$22.5BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

9 years in the industry.

  1. Seia LLCAug 2024 to now
  2. Ses LLCAug 2024 to now
  3. UnemployedJun 2024 to Aug 2024
  4. SouvlakiAug 2023 to Jun 2024
  5. Burney Wealth ManagementJun 2023 to Aug 2023
  6. Virginia TechJan 2022 to May 2024
  7. Tropical SmoothieJan 2022 to Jun 2023
  8. Sugar MagnoliaAug 2021 to Jan 2022
  9. Potomac PaintMay 2021 to Aug 2021
  10. StudentJan 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (VA).

Seia

Legal name: Signature Estate & Investment Advisors LLC

$22.5BAssets managed
9,833Clients
130Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7967577
Firm CRD
108163
Advisor's SEC record (opens in a new tab)
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