Lisa Elkins, financial advisor Stamford CT
93 score

Lisa Elkins

CRD Number: 6087501
Current Firm: Tuttle Wealth Management, LLC

Lisa Elkins (CRD# 6087501) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 4 years of experience in the finance industry. Lisa Elkins 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
Belpointe Asset Management LLC Greenwich, CT Dec 2015 - Current 1
Tuttle Wealth Management, LLC Riverside, CT Jun 2012 - Current 4
Tuttle Tactical Management, LLC Stamford, CT Sep 2014 - Aug 2015 < 1
S&g Wealth Management, LLC Stamford, CT Oct 2014 - May 2015 < 1
New York Life Stamford, CT May 2009 - Mar 2012 2
Colangelo Darien, CT Oct 2002 - May 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Lisa S. Elkins
Phone Number: 800-462-1655
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $86,219
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, ME, MI, MN, MO, NC, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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