Elizabeth De NittoCRD Number: 6946634
Current Firm: Sequoia Financial Group, LLC
Elizabeth De Nitto (CRD# 6946634) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry. Elizabeth De Nitto 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.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Sequoia Financial Group LLC||Beachwood, OH||Jul 2021 - Current||< 1|
|Sequoia Financial Advisors LLC||Beachwood, OH||Jul 2021 - Current||< 1|
|Paragon Advisors, Inc.||Shaker Heights, OH||Jul 2005 - Jul 2021||16|
Total Assets Under Management10,091MILLIONS
Total Number of Accounts16,247ACCOUNTS
Average Account Value$621,094
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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