Elio
Chiarelli
Bison Wealth, LLC
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About this Advisor
Elio Chiarelli is a financial advisor operating in Gainesville, Florida. Chiarelli is an advisor for Bison Wealth, LLC. Throughout their career, Chiarelli has worked at Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, Kidder Advisors Inc, Fuerza Financial Inc Dba The Kidder Company, Kidder Benefits Consultants Inc and Bison Wealth, LLC Dba Capital Defender Advisors, Inc. Chiarelli maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Bison Wealth, LLC is a firm based in Atlanta, GA. It has offices in 17 locations and a total of 42 employees. It oversees $1 billion in assets across its 3,402 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 3,402 customer accounts, 63% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the financial services offered. Fee types billed by Bison Wealth, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,218,215,159
42
3,402
$358,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elio Chiarelli Work History
Elio has been registered as a financial advisor for 0 years.*
Bison Wealth, LLC Dba Capital Defender Advisors, Inc
Ifp Securities, LLC
Kidder Advisors Inc
Fuerza Financial Inc Dba The Kidder Company
Independent Financial Partners
Kidder Benefits Consultants Inc
Lpl Financial LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elio Chiarelli 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 Bison Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Selah, WA
Gainesville, GA
Atlanta, GA
Atlanta, GA
Riverview, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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