Elena Cumberbatch-Lynch
Elena Cumberbatch-Lynch is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood Village, CO, with 17 years of industry experience. Elena 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
Firm Size
IM Fee
Assets Under Management
Location
5299 Dtc Blvd Suite 80080, Greenwood Village, CO, 80111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elena sells life insurance as an agent since 2017 and spends minimal time on it. She is also a life coach since 2019, dedicating a few hours per week, and owns an LLC for pass-through compensation, spending about 10-20% of her time on it.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations11 states
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