Moya Elliot, financial advisor Portland ME

Moya Elliot

CRD Number: 4714611
Current Firm: People's United Advisors, Inc.

Moya Elliot (CRD# 4714611) is an Investment Advisor Representative working at People's United Advisors, Inc. in Portland, ME and has 1 year of experience in the finance industry. Moya Elliot 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.

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Professional Designations
Company Name Location Dates Years
People's United Advisors, Inc. Bridgeport, CT Apr 2018 - Current 3
People's Securities, Inc. Bridgeport, CT Nov 2016 - Current 4
People's United Bank Portland, ME Sep 2016 - Current 5
Quick & Reilly Inc. Portland, ME Aug 2003 - Sep 2016 13
Fleetboston Financial Portland, ME Apr 2003 - Sep 2016 13

Moya Elliot has no recent exams reported.
Contact Info for Moya A. Elliot
Phone Number: 646-971-2505
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    9,258
    MILLIONS
  • Total Number of Accounts
    10,773
    ACCOUNTS
  • Average Account Value
    $859,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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