Elliott GeeCRD Number: 5430298
Current Firm: Strategic Advisers, Inc.
Elliott Gee (CRD# 5430298) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity||Salt Lake City, UT||Sep 2013 - Current||3|
|Cetera Investment Services LLC||St. Cloud, MN||Jun 2012 - Aug 2013||1|
|Security Service Federal Credit Union||Riverton, UT||Jun 2012 - Aug 2013||1|
|Farmers Insurance||San Francisco, CA||Feb 2012 - Apr 2012||< 1|
|Unemployed||Fruit Heights, UT||Mar 2011 - Jan 2012||< 1|
|Merrill Lynch||San Francisco, CA||Oct 2007 - Feb 2011||3|
|Wells Fargo||San Francisco, CA||Dec 2006 - Oct 2007||< 1|
|Utah Financial||Salt Lake City, UT||Jul 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV