Stephan
Dickens-Greenaway

Ele Advisory Services, Inc

CRD#7879154
Investment Advisor
in Englewood, CO

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About this Advisor

Stephan Dickens-Greenaway is a financial advisor based in Englewood, Colorado, working with Ele Advisory Services, Inc. Stephan has previously held positions at Dd Marketing, Sunflower Bank, Financial Wealth Solutions, Wealthfit LLC, 1St Consumer Agency, Student - Co. State University - Pueblo, and Devon Construction. Stephan has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Stephan is part of Ele Advisory Services, Inc, which operates out of Englewood, Colorado. The firm has 9 offices and 11 employees. The firm manages assets totaling $99.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Ele Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12200 East Briarwood Avenue Suite 165
Englewood, CO 80112

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Ele Advisory Services, Inc Brokerage Details

Total Assets Under Management

$99,892,397

CO Average: $943,424,332
Total Number of Employees

11

CO Average: 21
Total Number of Accounts

1,313

CO Average: 1,586
Average Account Size

$76,080

CO Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Stephan Dickens-Greenaway Work History

2021 - Present (3 years)

Wealthfit LLC

2017 - Present (7 years)

Financial Wealth Solutions

2017 - Present (7 years)

1St Consumer Agency

2016 - 2016 (< 1 year)

Sunflower Bank

2015 - 2016 (1 year)

Dd Marketing

2010 - 2016 (6 years)

Student - Co. State University - Pueblo

2010 - 2022 (12 years)

Devon Construction

Disclosures

Please visit the SEC profile of Stephan Dickens-Greenaway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ele Advisory Services, Inc

Allan Leffler
Trinity, FL
Bradley Maples
Southfield, MI
Steven Mitchell
Southfield, MI
Ellis Liddell
Southfield, MI
Tammie Parran
Southfield, MI
Sharon Sykes
Southfield, MI
William Glaspie
Southfield, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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