Sharon Elaine Sykes

CFP

Ele Advisory Services, INC

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Ele Advisory Services, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,156 clients

Average Client Portfolio

$109K average

Assets Under Management

$125.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

September 2000

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Sharon is an independent contractor selling fixed life insurance with various carriers since 2015, dedicating about 10-20% of her time. She also supports the growth of a financial services business and works as a registered investment advisor, taking nearly full-time and about half of her time, respectively.