Unclaimed Profile

Elliott Samuel Elbaz

GORDIAN WEALTH ADVISORS, LLC·MILL VALLEY, California

SIE, Series 7, Series 24, Series 63Clean record14 years registeredGORDIAN WEALTH ADVISORS, LLC

100 B SHORELINE HWY, MILL VALLEY, CA 94941CRD# 2839674Firm CRD# 281775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elliott Samuel Elbaz · MILL VALLEY, CA

Registration

CRD #2839674 · GORDIAN WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CAPULENT LLC

Nov 2017 – present

GORDIAN WEALTH ADVISORS, LLC

Dec 2015 – present

GORDIAN CAPITAL MANAGEMENT, LLC

Jun 2012 – Jan 2015

MILL VALLEY, CA

SANCTUARY WEALTH ADVISORS LLC

Dec 2011 – Dec 2015

MILL VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · December 15, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GORDIAN WEALTH ADVISORS, LLC

CRD 281775 · SEC 801-106836

AUM

$343M

Regulatory assets under management

Employees

323 client accounts

Services offered by GORDIAN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GORDIAN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Elliott Samuel Elbaz offer?

Elliott Samuel Elbaz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.

What are Elliott Samuel Elbaz's credentials?

Elliott Samuel Elbaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elliott Samuel Elbaz located?

Elliott Samuel Elbaz is based in MILL VALLEY, California, working with GORDIAN WEALTH ADVISORS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Elliott Samuel Elbaz charge for services?

Elliott Samuel Elbaz's firm is compensated through percentage of aum, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GORDIAN WEALTH ADVISORS, LLC?

GORDIAN WEALTH ADVISORS, LLC has approximately 5 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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