Elliot Forsyth is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 12 years of industry experience. Elliot is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1155 Canyon Blvd, Suite 210, Boulder, CO, 80302
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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.
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Elliot is a finance committee member for the Community Foundation of Boulder, a consultant for EVG Hospitality, and has ownership stakes in Ascent Wealth Partners, LLC and Elliot D. Forsyth AWP, LLC. These activities take about a quarter of Elliot's time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations31 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.
Exams
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