Unclaimed Profile

Elizabeth Ruffalo Cody

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

SIE, Series 7, Series 63Clean record9 years registeredSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 2861950Firm CRD# 111295

Profile Verification

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

Identity

Elizabeth Ruffalo Cody · PALO ALTO, CA

Registration

CRD #2861950 · SAND HILL GLOBAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

SAND HILL GLOBAL ADVISORS, LLC

Mar 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 14, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

CRD 111295 · SEC 801-58002

AUM

$3.4B

Regulatory assets under management

Employees

1,963 client accounts

Services offered by SAND HILL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Ruffalo Cody offer?

Elizabeth Ruffalo Cody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Elizabeth Ruffalo Cody's credentials?

Elizabeth Ruffalo Cody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Ruffalo Cody located?

Elizabeth Ruffalo Cody is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Elizabeth Ruffalo Cody charge for services?

Elizabeth Ruffalo Cody's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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