Elizabeth Wahlig, financial advisor Parsippany NJ
89 score

Elizabeth Wahlig

CRD Number: 6135134
Current Firm: Morris Retirement Advisors, LLC

Elizabeth Wahlig (CRD# 6135134) is an Investment Advisor Representative working at Morris Retirement Advisors, LLC in Parsippany, NJ and has over 2 years of experience in the finance industry.

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Sri Investing
Company Name Location Dates Years
Falconer & Daughters, LLC Summit, NJ Apr 2011 - Current 7
Minnesota Life Insurance Company St Paul, MN May 2015 - Jan 2018 2
Allied Wealth Partners Martinsville, NJ May 2015 - Jan 2018 2
Securian Financial Services, Inc. St Paul, MN May 2015 - Jan 2018 2
Securian Financial Services, Inc. St Paul, MN Apr 2015 - May 2015 < 1
Chatham Wealth Management Chatham, NJ Nov 2012 - Apr 2015 2
Shenkman Capital Management New York, NY Sep 2003 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
Contact Info for Elizabeth P. Wahlig
Phone Number: 844.672.7623
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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

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