Unclaimed Profile

Marcelle Ann Gordon

ELE ADVISORY SERVICES, LLC·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record18 years registeredELE ADVISORY SERVICES, LLC

18700 W. 10 MILE ROAD, SOUTHFIELD, MI 48075CRD# 4514544Firm CRD# 148228

Profile Verification

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

Identity

Marcelle Ann Gordon · SOUTHFIELD, MI

Registration

CRD #4514544 · ELE ADVISORY SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ELE ADVISORY SERVICES, INC

Jan 2021 – present

FIFTH THIRD SECURITIES, INC.

Oct 2020 – Jan 2021

SOUTHFIELD, MI

W&S BROKERAGE SERVICES, INC.

Jul 2020 – Oct 2020

Troy, MI

ELE ADVISORY SERVICES, INC

Apr 2011 – Nov 2019

SOUTHFIELD, MI

GENEOS WEALTH MANAGEMENT, INC.

Jan 2011 – Jul 2011

SOUTHFIELD, MI

SECURITIES AMERICA ADVISORS, INC.

Feb 2010 – Nov 2010

SOUTHFIELD, MI

INVESTORS CAPITAL ADVISORY

Mar 2008 – Sep 2008

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · March 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELE ADVISORY SERVICES, INC

CRD 148228 · SEC 801-117442

AUM

$100M

Regulatory assets under management

Employees

1,313 client accounts

Services offered by ELE ADVISORY SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ELE ADVISORY SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Marcelle Ann Gordon offer?

Marcelle Ann Gordon specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Marcelle Ann Gordon's credentials?

Marcelle Ann Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcelle Ann Gordon located?

Marcelle Ann Gordon is based in SOUTHFIELD, Michigan, working with ELE ADVISORY SERVICES, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Marcelle Ann Gordon charge for services?

Marcelle Ann Gordon'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 ELE ADVISORY SERVICES, LLC?

ELE ADVISORY SERVICES, LLC has approximately 11 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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