Eleni Passias (CRD# 3133780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chicago, IL | Oct 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Sep 2022 - Current | 1 |
| Citigroup | Chicago, IL | Jul 2018 - Sep 2022 | 4 |
| Wells Fargo Clearing Services, LLC | Chicago, IL | Nov 2016 - Jul 2018 | 1 |
| Wells Fargo Bank, N.a. | Chicago, IL | Feb 2011 - Jul 2018 | 7 |
| Wells Fargo Advisors LLC | Chicago, IL | Feb 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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