Kerri Chiodo (CRD# 2103578) is an Investment Advisor Representative working at Elevation Wealth Partners LLC in Greenlawn, NY and has over 30 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevation Wealth Partners LLC | Greenlawn, NY | May 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho, NY | Dec 2017 - May 2023 | 5 |
| Backflow Corp Of Ny | Greenlawn, NY | Sep 2003 - Dec 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- NY
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$727,828
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NY, TX
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