Unclaimed Profile

Elena Anne Dimiceli

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut

SIE, Series 5, Series 7, Series 63, Series 65Clean record26 years registeredRETIREMENT DESIGN & MANAGEMENT INC

1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 713887Firm CRD# 106067

Profile Verification

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

Identity

Elena Anne Dimiceli · WESTPORT, CT

Registration

CRD #713887 · RETIREMENT DESIGN & MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2016 – present

RETIREMENT DESIGN & MANAGEMENT INC

Apr 2000 – Oct 2016

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · April 3, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT DESIGN & MANAGEMENT INC

CRD 106067 · SEC 801-47206

AUM

$599M

Regulatory assets under management

Employees

988 client accounts

Services offered by RETIREMENT DESIGN & MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT DESIGN & MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Elena Anne Dimiceli offer?

Elena Anne Dimiceli specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Elena Anne Dimiceli's credentials?

Elena Anne Dimiceli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elena Anne Dimiceli located?

Elena Anne Dimiceli is based in WESTPORT, Connecticut, working with RETIREMENT DESIGN & MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Elena Anne Dimiceli charge for services?

Elena Anne Dimiceli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT DESIGN & MANAGEMENT INC?

RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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