Unclaimed Profile

Lindsay Shae Elwood

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia

Clean recordELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 5096712Firm CRD# 154839

Profile Verification

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

Identity

Lindsay Shae Elwood · ATHENS, GA

Registration

CRD #5096712 · ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lindsay Shae Elwood is a registered financial advisor based in ATHENS, Georgia, affiliated with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

ELWOOD & GOETZ

AUM

$682M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5096712

Firm CRD# 154839

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsay Shae Elwood offer?

Lindsay Shae Elwood specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.

What are Lindsay Shae Elwood's credentials?

Lindsay Shae Elwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsay Shae Elwood located?

Lindsay Shae Elwood is based in ATHENS, Georgia, working with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.

How does Lindsay Shae Elwood charge for services?

Lindsay Shae Elwood'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 ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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