Unclaimed Profile

Lindsay Shae Elwood

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

Series 65Clean record19 years registeredELWOOD & 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 · 19 years registered

Brand Profile

Not yet started

Career History

ELWOOD & GOETZ

Aug 2010 – present

AMICUS FINANCIAL ADVISORS, L.L.P.

Jan 2007 – Jan 2011

ATHENS, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD 154839 · SEC 801-109935

AUM

$682M

Regulatory assets under management

Employees

2,740 client accounts

Services offered by ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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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