Elizabeth Fell
Elizabeth Fell is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 31 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is the president of the board of directors for a cooperative apartment building, overseeing finances, interviewing applicants, and managing maintenance. This takes a few hours per week outside of business hours.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Morgan Stanley Dw INC.Broker
J.J. Kenny Drake, INC.Broker
State Registrations53 states
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