Asaph Elan (CRD# 4547392) is an Investment Advisor Representative working at Equilibrium Wealth LLC in Foster City, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equilibrium Wealth LLC | Foster City, CA | Dec 2021 - Current | 2 |
| The Prudential Insurance Company Of America | San Jose, CA | Feb 2019 - Dec 2021 | 2 |
| Pruco Securities LLC | San Jose, CA | Jan 2019 - Dec 2021 | 2 |
| Unemployed | Foster City, CA | Oct 2018 - Dec 2018 | < 1 |
| Bank Of America, N.a. | San Jose, CA | Nov 2016 - Sep 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose, CA | Sep 2016 - Sep 2018 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2015 - Sep 2016 | < 1 |
| Unemployed | Sunnyvale, CA | Jul 2015 - Oct 2015 | < 1 |
| Self Employed | Givatayim, | May 2015 - Jul 2015 | < 1 |
| Cina Insurance Agency | Yehud, | Nov 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CA
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$671,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NJ, NY
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