Elizabeth Foti, financial advisor Danbury CT
90 score

Elizabeth Foti

CRD Number: 5401977
Current Firm: Wells Fargo Advisors, LLC

Elizabeth Foti (CRD# 5401977) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Danbury, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Danbury, CT Feb 2011 - Current 5
Gilman Ciocia, Inc. Poughkeepsie, NY Jun 2009 - Jan 2011 1
Prime Cpaital Services, Inc. Poughkeepssie, NY Jun 2009 - Jan 2011 1
Ameriprise Financial Services Inc. Norwalk, CT Oct 2008 - Jun 2009 < 1
Houlihans LLC Danbury, CT Jul 2007 - Jun 2009 1
The Elms Ridgefield, CT May 2005 - May 2007 2
Wcsu Danbury, CT Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Elizabeth A. Foti
Phone Number: 314-875-3000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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