Elliott Sharp, financial advisor Tampa FL
93 score

Elliott Sharp

CRD Number: 5538537
Current Firm: Suncoast Equity Management, LLC

Elliott Sharp (CRD# 5538537) is an Investment Advisor Representative working at Suncoast Equity Management, LLC in Tampa, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Suncoast Equity Management, Inc. Tampa, FL Mar 2014 - Current 2
Self Employed Tampa, FL Aug 2013 - Mar 2014 < 1
Private Capital Management Naples, FL Feb 2008 - Aug 2013 5
Rosie Spoonbill's Bonita Springs, FL Sep 2007 - Jan 2008 < 1
Unemployed Cape Coral, FL Apr 2007 - Aug 2007 < 1
Florida Gulf Coast University Fort Myers, FL Aug 2003 - Apr 2007 3
Florida Gulf Coast University Fort Myers, FL Sep 2006 - Jan 2007 < 1
Tgi Friday's Fort Myers, FL Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Elliott T. Sharp
Phone Number: (813) 963-0502
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $680,425
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, CT, FL, NV, TX

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

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