Elliott Elbaz is a registered investment advisor, based in Mill Valley, CA, with 28 years of industry experience.
Location
100 B Shoreline Hwy, Suite 302, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elliott is involved with Gordian Wealth Advisors, LLC, an investment advisory firm, and Gordian Capital Management, a registered investment advisor, dedicating minimal time to the latter. Elliott also owns and manages real estate through Bella Clancy Management, spending a few hours per week on this activity.
Employment History
Current Registrations
Capulent LLC
Capulent LLCBroker
Gordian Wealth Advisors, LLC
Previous Registrations
Gordian Capital Management, LLC
Sanctuary Securities LLCBroker
Sanctuary Wealth Advisors LLC
Fbr Capital Markets & CO.Broker
Wells Fargo Securities, LLCBroker
Genesis Merchant Group Securities LLCBroker
State Registrations2 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.