Eliot Simon (CRD# 6624019) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry. Eliot Simon 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evermay Wealth Management, LLC | Chicago, IL | Oct 2021 - Current | 2 |
| Garnet Group LLC | Bethesda, MD | Feb 2014 - Oct 2021 | 7 |
| Unemployed | Chicago, IL | Aug 2013 - Feb 2014 | < 1 |
- IL
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Total Assets Under Management800MILLIONS
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$730,155
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA, WV
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