Lisa ElkinsCRD Number: 6087501
Current Firm: Belpointe Asset Management LLC
Lisa Elkins (CRD# 6087501) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Stamford, CT and has over 5 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.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Belpointe Asset Management LLC||Greenwich, CT||Dec 2015 - Current||2|
|Tuttle Wealth Management, LLC||Riverside, CT||Jun 2012 - Current||6|
|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|
Total Assets Under Management623MILLIONS
Total Number of Accounts2,686ACCOUNTS
Average Account Value$231,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
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