Unclaimed Profile

Lisa Desai Harline

ELYSIAN CAPITAL MARKETS GROUP LLC·RANCHO SANTA MARGARITA, California

Clean recordELYSIAN CAPITAL MARKETS GROUP LLC

30212 TOMAS, SUITE 365, RANCHO SANTA MARGARITA, CA 92688CRD# 6565161Firm CRD# 173354

Profile Verification

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

Identity

Lisa Desai Harline · RANCHO SANTA MARGARITA, CA

Registration

CRD #6565161 · ELYSIAN CAPITAL MARKETS GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Desai Harline is a registered financial advisor based in RANCHO SANTA MARGARITA, California, affiliated with ELYSIAN CAPITAL MARKETS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ELYSIAN CAPITAL MARKETS GROUP LLC

ELYSIAN CAPITAL

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ELYSIAN CAPITAL MARKETS GROUP LLC →

Services

Other

Background

Compensation

Other: MARKETING FEE REVENUE SHARE

Regulatory

SEC/IARD CRD# 6565161

Firm CRD# 173354

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Frequently Asked Questions

What services does Lisa Desai Harline offer?

Lisa Desai Harline is a registered financial advisor in RANCHO SANTA MARGARITA, California. Contact their office for details on services offered.

What are Lisa Desai Harline's credentials?

Lisa Desai Harline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Desai Harline located?

Lisa Desai Harline is based in RANCHO SANTA MARGARITA, California, working with ELYSIAN CAPITAL MARKETS GROUP LLC. Their office serves clients in the RANCHO SANTA MARGARITA metropolitan area and surrounding communities.

How does Lisa Desai Harline charge for services?

Lisa Desai Harline's firm is compensated through other: marketing fee revenue share. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELYSIAN CAPITAL MARKETS GROUP LLC?

ELYSIAN CAPITAL MARKETS GROUP LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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