Elliot Smith (CRD# 7310022) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 3 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Utah Tax Partners, Pllc | South Jordan, UT | Jan 2018 - Current | 6 |
| Elliot Smith, Sole Proprietor | South Jordan, UT | Aug 2017 - Current | 6 |
| Pearson Butler, Pllc | South Jordan, UT | Feb 2016 - Current | 8 |
| Wealth Management Cpas, LLC | Murray, UT | Nov 2020 - Feb 2021 | < 1 |
| Elliot P. Smith, Pllc | South Jordan, UT | May 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- UT
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$162,497
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX, UT
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