Elana Advisory Services, LLC

Elana Advisory Services, LLC (CRD# 174424) is a financial advisory firm headquartered in Easton, PA. They manage $1,235,337 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $102,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, PA

Financial Advisors at Elana Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph A. Digangi
CRD#: 1146198
101 Larry Holmes Drive, Suite 215, Easton, PA 18042
96
Wealthminder
score

Joseph Digangi (CRD# 1146198) is an Investment Advisor Representative working at Elana Advisory Services, LLC in Easton, PA and has over 23 years of experience in the finance industry. Joseph Digangi 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.

2
Michael J. Leary
CRD#: 1029983
857 Turnpike Street, #233, North Andover, MA 01845
51
Wealthminder
score

Michael Leary (CRD# 1029983) is an Investment Advisor Representative working at Elana Advisory Services, LLC in North Andover, MA and has over 34 years of experience in the finance industry. Michael Leary 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.

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