Elise Schulok (CRD# 7757999) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cassady Schiller Wealth Management | Cincinnati, OH | Aug 2023 - Current | < 1 |
| Anderson Township Pub | Cincinnati, OH | May 2023 - Aug 2023 | < 1 |
| Full Time Student | Columbus, OH | Aug 2019 - May 2023 | 3 |
| Cassady Schiller Cpa And Advisors | Cincinnati, OH | Jun 2022 - Aug 2022 | < 1 |
| Medpace | Cincinnati, OH | Jun 2021 - Aug 2021 | < 1 |
| Full Time Student | Cincinnati, OH | Jan 2013 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- OH
-
Total Assets Under Management517MILLIONS
-
Total Number of Accounts900ACCOUNTS
-
Average Account Value$574,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, TX
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