Elisa Cavalier, financial advisor Wexford PA
93 score

Elisa Cavalier

CRD Number: 5432682
Current Firm: Hefren-tillotson, Inc.

Elisa Cavalier (CRD# 5432682) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hefren-tillotson, Inc. Pittsburgh, PA Oct 2007 - Current 9
Self Employed Washington, DC Jan 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Elisa J. Cavalier
Phone Number: 412-434-0990
Firm Website: https://www.hefren.com
Registered State(s):
  • MI
  • PA
By the Numbers
  • Total Assets Under Management
    5,841
    MILLIONS
  • Total Number of Accounts
    19,042
    ACCOUNTS
  • Average Account Value
    $306,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
Types of Clients
Registered States

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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

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