Elio
Chiarelli
Bison Wealth, LLC
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About this Advisor
Elio Chiarelli is a financial advisor based in Gainesville, Florida, working with Bison Wealth, LLC. Elio has previously held positions at Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, Kidder Advisors Inc, Fuerza Financial Inc Dba The Kidder Company, Kidder Benefits Consultants Inc, Bison Wealth, LLC Dba Capital Defender Advisors, and Liquid Strategies, LLC. Elio has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Elio is part of Bison Wealth, LLC, which operates out of Gainesville, Florida. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,605,442,799
47
4,347
$369,322
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
Bison Wealth, LLC Dba Capital Defender Advisors
Liquid Strategies, LLC
Ifp Securities, LLC
Kidder Advisors Inc
Fuerza Financial Inc Dba The Kidder Company
Kidder Benefits Consultants Inc
Lpl Financial LLC
Independent Financial Partners
Lpl Financial LLC
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.
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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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