EM
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Elisa Manley

7 Years of Experience
Quincy, MI
Broker

Elisa Manley is a registered investment advisor at Cetera Investment Advisers LLC, based in Quincy, MI, with 7 years of industry experience. Elisa 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

109 W Chicago St, Quincy, MI, 49082

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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

Elisa serves as an administrator of trusts and estates at Century Bank and Trust. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 8 mos
Cetera Investment Services LLCBroker
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Edward Jones
November 2018 - February 2019 · 3 mos
Edward JonesBroker
November 2017 - February 2019 · 1 yr 3 mos
State Registrations1 state
MI
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.
Elisa Manley - Financial Advisor | TrueAdvisor