Elena Sharma, financial advisor Houston TX
90 score

Elena Sharma

CRD Number: 6192807
Current Firm: Sta Wealth Management, LLC

Elena Sharma (CRD# 6192807) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Streettalk Advisors, LLC Houston, TX Jan 2013 - Current 3
Student Lubbock, TX Aug 2010 - Dec 2012 2
Streettalk Advisors LLC Houston, TX May 2012 - Aug 2012 < 1
Unemployed Moscow, Jul 2010 - Aug 2010 < 1
Student Moscow, Jan 2003 - Jun 2010 7
Mjk_rielt Moscow, Jun 2008 - May 2010 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Elena Sharma
Phone Number: 281-822-8800
Firm Website: http://stawealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    725
    MILLIONS
  • Total Number of Accounts
    2,473
    ACCOUNTS
  • Average Account Value
    $293,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

LA, TX

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

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