Unclaimed Profile

Wendy-Sue Elliott

ETICO WEALTH MANAGEMENT LLC·CLIFTON PARK, New York

ETICO WEALTH MANAGEMENT LLC

1795 ROUTE 9, CLIFTON PARK, NY 12065CRD# 5790567Firm CRD# 151046

Profile Verification

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

Identity

Wendy-Sue Elliott · CLIFTON PARK, NY

Registration

CRD #5790567 · ETICO WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Wendy-Sue Elliott is a registered financial advisor based in CLIFTON PARK, New York, affiliated with ETICO WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ETICO WEALTH MANAGEMENT LLC

AUM

$226K

Regulatory assets under management

Employees

Total firm employees

View all advisors at ETICO WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5790567

Firm CRD# 151046

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy-Sue Elliott offer?

Wendy-Sue Elliott specializes in Investment Management, Fee-Only Advisory. Contact their office in CLIFTON PARK, New York for a consultation.

What are Wendy-Sue Elliott's credentials?

Wendy-Sue Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy-Sue Elliott located?

Wendy-Sue Elliott is based in CLIFTON PARK, New York, working with ETICO WEALTH MANAGEMENT LLC. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.

How does Wendy-Sue Elliott charge for services?

Wendy-Sue Elliott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ETICO WEALTH MANAGEMENT LLC?

ETICO WEALTH MANAGEMENT LLC has approximately 2 employees and manages $226K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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