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Troy Elser

27 Years of Experience
Hunt Valley, MD
Broker

Troy Elser is a registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Troy has several investment-related activities, including 100% ownership of Elser Wealth Management LLC, a 7% ownership in Seventy2 Legacy Partner LLC, a 7.2% ownership in Seventy2 Holdings LLC, and a 5.5% ownership in 72 Growth Partners. He also serves as a trustee for a friend's estate and co-power of attorney for his father, dedicating full-time hours to some of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Wells Fargo Advisors
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - July 2020 · 11 yrs 6 mos
UBS Financial Services INC.Broker
January 2009 - July 2020 · 11 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley
February 1999 - April 2007 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1998 - April 2007 · 8 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAILINMAMDMEMNNCNJNMNVNYOHORPASCTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.