Eli Mizrahi, financial advisor Bellevue WA
90 score

Eli Mizrahi

CRD Number: 6057458
Current Firm: Ae Wealth Management, LLC

Eli Mizrahi (CRD# 6057458) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital Sarasota, FL Apr 2012 - Current 4
Nw Senior Resources Bellevue, WA Jan 1989 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Eli Mizrahi
Phone Number: 866-363-9595
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $203,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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