Elliott Collins (CRD# 1317745) is an Investment Advisor Representative working at Aljen Asset Management LLC in Cedar Knolls, NJ and has over 39 years of experience in the finance industry. Elliott Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aljen Asset Management LLC | Cedar Knolls, NJ | Oct 2003 - Current | 20 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2003 - Sep 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- FL
- GA
- NJ
- NC
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- TX
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Total Assets Under Management127MILLIONS
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Total Number of Accounts583ACCOUNTS
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Average Account Value$216,982
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, GA, NC, NJ, NY, PA, TX
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