Eli Boussi, financial advisor Jersey City NJ

Eli Boussi

CRD Number: 6121792
Current Firm: Rockefeller Capital Management

Eli Boussi (CRD# 6121792) is an Investment Advisor Representative working at Rockefeller Capital Management in Jersey City, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Financial LLC Paramus, NJ Apr 2021 - Current 2
Ubs Financial Services Inc. Weehawken, NJ Apr 2014 - Mar 2021 6
David Lerner Associates, Inc. White Plains, NY Sep 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Eli I. Boussi
Phone Number: 212-549-5100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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