Unclaimed Profile

Elissa R Port

TAPLIN, CANIDA & HABACHT, LLC·MIAMI, Florida

Clean recordTAPLIN, CANIDA & HABACHT, LLC

1001 BRICKELL BAY DRIVE, MIAMI, FL 33131-4940CRD# 6315169Firm CRD# 149280

Profile Verification

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

Identity

Elissa R Port · MIAMI, FL

Registration

CRD #6315169 · TAPLIN, CANIDA & HABACHT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Elissa R Port is a registered financial advisor based in MIAMI, Florida, affiliated with TAPLIN, CANIDA & HABACHT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

LOOP CAPITAL ASSET MANAGEMENT

AUM

$8.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6315169

Firm CRD# 149280

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elissa R Port offer?

Elissa R Port specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Elissa R Port's credentials?

Elissa R Port is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elissa R Port located?

Elissa R Port is based in MIAMI, Florida, working with TAPLIN, CANIDA & HABACHT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Elissa R Port charge for services?

Elissa R Port's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAPLIN, CANIDA & HABACHT, LLC?

TAPLIN, CANIDA & HABACHT, LLC has approximately 31 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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