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Elliott Jacob Orsillo

SEASON INVESTMENTS, LLC·COLORADO SPRINGS, Colorado
Series 7, Series 66CFA15 years registeredSEASON INVESTMENTS, LLC
620 N TEJON STREET, COLORADO SPRINGS, CO 80903CRD# 5345898Firm CRD# 158070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elliott Jacob Orsillo · COLORADO SPRINGS, CO
Registration
CRD #5345898 · SEASON INVESTMENTS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

Nov 2011 – present
HUNTLEY THATCHER ELLSWORTH, LTD.
Jun 2011 – Dec 2011
COLORADO SPRINGS, CO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 2, 2011
Years registered · 15
Professional designation · CFA
03

Disclosure History

2018Regulatory·Final
2017Customer Dispute·Settled
2017Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
SEASON INVESTMENTS, LLC
CRD 158070 · SEC 801-118924
AUM
$139M
Regulatory assets under management
Employees
5
277 client accounts
Services offered by SEASON INVESTMENTS, 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
Introduction

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05

Frequently Asked Questions

What services does Elliott Jacob Orsillo offer?
Elliott Jacob Orsillo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Elliott Jacob Orsillo's credentials?
Elliott Jacob Orsillo holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Elliott Jacob Orsillo located?
Elliott Jacob Orsillo is based in COLORADO SPRINGS, Colorado, working with SEASON INVESTMENTS, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Elliott Jacob Orsillo charge for services?
Elliott Jacob Orsillo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEASON INVESTMENTS, LLC?
SEASON INVESTMENTS, LLC has approximately 5 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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