Financial Strategies, LLC

Financial Strategies, LLC (CRD# 165357) is a financial advisory firm headquartered in , . They manage $15,885,642 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.financialstrategies-ehp.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,444,149
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Pleck, financial advisor Wellesley MA
Elizabeth H. Pleck
CRD#: 1661425
Wellesley, MA

Elizabeth Pleck (CRD# 1661425) is an Investment Advisor Representative working at Financial Strategies, LLC in Wellesley, MA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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