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Jeremy T. Shelby

ELITE LIFE MANAGEMENT LLC·ERIE, Pennsylvania
Unclaimed Profile
5121 ZUCK RD, ERIE, PA 16505CRD# 6823184Firm CRD# 310917
01

About

Jeremy T. Shelby is a registered financial advisor based in ERIE, Pennsylvania, affiliated with ELITE LIFE MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELITE LIFE MANAGEMENT LLC
ELITE LIFE MANAGEMENT LLC
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ELITE LIFE MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6823184
Firm CRD# 310917
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy T. Shelby offer?
Jeremy T. Shelby specializes in Financial Planning, Investment Management. Contact their office in ERIE, Pennsylvania for a consultation.
What are Jeremy T. Shelby's credentials?
Jeremy T. Shelby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy T. Shelby located?
Jeremy T. Shelby is based in ERIE, Pennsylvania, working with ELITE LIFE MANAGEMENT LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Jeremy T. Shelby charge for services?
Jeremy T. Shelby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELITE LIFE MANAGEMENT LLC?
ELITE LIFE MANAGEMENT LLC has approximately 4 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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