Neely Elstrodt (CRD# 5151667) is an Investment Advisor Representative working at October Effect Ltd. in Virginia Beach, VA and has over 16 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| October Effect, Ltd. | Virginia Beach, VA | Nov 2017 - Current | 6 |
| October Effect, Ltd. | Virginia Beach, VA | Nov 2015 - Current | 8 |
| Tehel & Company, Inc. | Virginia Beach, VA | May 2006 - Current | 17 |
| Lincoln Financial Advisors Corporation | Virginia Beach, VA | Jul 2007 - Nov 2015 | 8 |
| Lincoln Financial Advisors Corporation | Virginia Beach, VA | Jan 2007 - Nov 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- VA
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts643ACCOUNTS
-
Average Account Value$142,142
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, NC, SC, TX, VA
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