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Wendy-Sue Elliott

ETICO WEALTH MANAGEMENT LLC·CLIFTON PARK, New York
Unclaimed Profile
1795 ROUTE 9, CLIFTON PARK, NY 12065CRD# 5790567Firm CRD# 151046
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ETICO WEALTH MANAGEMENT LLC
ETICO WEALTH MANAGEMENT LLC
AUM
$226K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ETICO WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5790567
Firm CRD# 151046
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CLIFTON PARK
Jeffrey Spencer Sargent — HOLISTIC WEALTH ADVISORSWalton Aldrich Williams — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCPaul Joseph Corr — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCKerry Gordon Mayo — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCAndrew Gregory Guzzetti — DLG WEALTH MANAGEMENT LLC
Nearby cities in New York
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City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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