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Elisha Rochelle Werner

SG TRADING SOLUTIONS, LLC·BOUNTIFUL, Utah
Clean recordSG TRADING SOLUTIONS, LLC
620 S MAIN STREET, BOUNTIFUL, UT 84010CRD# 3072296Firm CRD# 322928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elisha Rochelle Werner · BOUNTIFUL, UT
Registration
CRD #3072296 · SG TRADING SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elisha Rochelle Werner is a registered financial advisor based in BOUNTIFUL, Utah, affiliated with SG TRADING SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
SG TRADING SOLUTIONS, LLC
SG TRADING SOLUTIONS, LLC
AUM
$208M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SG TRADING SOLUTIONS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3072296
Firm CRD# 322928
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elisha Rochelle Werner offer?
Elisha Rochelle Werner specializes in Investment Management, Fee-Only Advisory. Contact their office in BOUNTIFUL, Utah for a consultation.
What are Elisha Rochelle Werner's credentials?
Elisha Rochelle Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elisha Rochelle Werner located?
Elisha Rochelle Werner is based in BOUNTIFUL, Utah, working with SG TRADING SOLUTIONS, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How does Elisha Rochelle Werner charge for services?
Elisha Rochelle Werner'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 SG TRADING SOLUTIONS, LLC?
SG TRADING SOLUTIONS, LLC has approximately 5 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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