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Elissa Palazzo Mcginty

WESTON PRESIDIO SERVICE COMPANY, LLC·SAN FRANCISCO, California
Unclaimed Profile
ONE FERRY BUILDING, SAN FRANCISCO, CA 94111CRD# 6028503Firm CRD# 160473
01

About

Elissa Palazzo Mcginty is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WESTON PRESIDIO SERVICE COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTON PRESIDIO SERVICE COMPANY, LLC
WESTON PRESIDIO
AUM
$270M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WESTON PRESIDIO SERVICE COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6028503
Firm CRD# 160473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elissa Palazzo Mcginty offer?
Elissa Palazzo Mcginty specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Elissa Palazzo Mcginty's credentials?
Elissa Palazzo Mcginty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elissa Palazzo Mcginty located?
Elissa Palazzo Mcginty is based in SAN FRANCISCO, California, working with WESTON PRESIDIO SERVICE COMPANY, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Elissa Palazzo Mcginty charge for services?
Elissa Palazzo Mcginty's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTON PRESIDIO SERVICE COMPANY, LLC?
WESTON PRESIDIO SERVICE COMPANY, LLC is a registered investment adviser with the SEC, managing $270M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at WESTON PRESIDIO SERVICE COMPANY, LLC

Michael Paul Lazarus
BOSTON, MA
Katherine M Lilly
SAUSALITO, CA
Michael Francis Cronin
BOSTON, MA
Therese Ann Mrozek
BOSTON, MA

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Research
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