Brittany Buffington (CRD# 5526510) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 15 years of experience in the finance industry. Brittany Buffington 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# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevatus Wealth Management | Victor, NY | Aug 2020 - Current | 3 |
| Lpl Financial LLC | Pittsford, NY | Mar 2019 - Current | 5 |
| Tru Independence Asset Management 2, LLC | Portland, OR | Aug 2020 - Apr 2023 | 2 |
| Stifel Nicolaus & Co Inc. | Rochester, NY | Nov 2014 - Mar 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford, NY | Nov 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- NY
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Total Assets Under Management346MILLIONS
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Total Number of Accounts775ACCOUNTS
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Average Account Value$447,057
- 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
- Pension consulting services
CA, CT, FL, MD, NC, NY, TX, VT
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