Elaine Potash is a CFP, ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Greenwich, CT, with 34 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
31 Brookside Drive, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elaine operates under the DBAs Potash Financial and Private Advisor Group as a registered investment advisor. She provides financial planning, portfolio management, and advisor selection services, compensated through asset-based fees, hourly charges, and fixed fees, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Intersecurities, INC.Broker
Intersecurities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Resrv Partners, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.