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Elie Elsaddik

26 Years of Experience
Pittsfield, MA
Broker

Elie Elsaddik is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsfield, MA, with 26 years of industry experience. Elie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

197 South Street, Suite 13, Pittsfield, MA, 01201

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Elie owns an accounting and tax practice since 2001, managing finances, preparing taxes, and consulting, dedicating nearly full-time hours. Elie also owns Berkshire Payroll, Inc., a payroll processing business, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2004 - Present · 21 yrs 10 mos
Cetera Financial Specialists LLCBroker
April 1999 - Present · 27 yrs 1 mo
State Registrations6 states
CAMANCNHNYTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elie Elsaddik - Financial Advisor | TrueAdvisor