David Ely (CRD# 2223706) is an Investment Advisor Representative working at Sugar Hill Advisors, LLC in Enfield, NH and has over 31 years of experience in the finance industry. David Ely 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# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sugar Hill Advisors, LLC | Grantham, NH | Mar 2019 - Current | 5 |
| Homeschooler | Grantham, NH | Jul 2017 - Mar 2019 | 1 |
| Twin Pines Housing Trust | White River Junction, VT | Mar 2016 - Jul 2017 | 1 |
| Homeschooler | Grantham, NH | Nov 2015 - Feb 2016 | < 1 |
| Norwich University | Northfield, VT | Oct 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1993 |
- NH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
NH
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