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Elena Gomelauri

19 Years of Experience
Farmington, CT
2 DisclosuresBroker

Elena Gomelauri is a registered investment advisor at LPL Financial LLC, based in Farmington, CT, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1053 Farmington Ave., Ste 113, Farmington, CT, 06032

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Settled
Customer Dispute
January 2014
Denied
Employment History
Current Registrations
LPL Financial LLC
October 2011 - Present · 14 yrs 9 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 9 mos
Previous Registrations
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
June 2006 - February 2007 · 8 mos
State Registrations9 states
CTFLMENCNHNJNYRISC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Elena Gomelauri - Financial Advisor | TrueAdvisor