Elisha
Zaretsky
Obsidian Personal Planning Solutions, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Elisha Zaretsky is a financial advisor operating out of Rockville, Maryland. Zaretsky is an advisor for Obsidian Personal Planning Solutions, LLC. The advisor has gained experience at Zaretsky Financial, Aci Partners, LLC, Wealth Strategies Group and National Planning Corporation. Zaretsky holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Obsidian Personal Planning Solutions, LLC is a registered investment firm that has its headquarters in Rockville, MD. It has $183 million in total assets between its 641 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 641 accounts, 40% are held by high-net-worth investors who have more than $1 million in investable assets. Obsidian Personal Planning Solutions, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the type of financial services offered. Fee types billed by Obsidian Personal Planning Solutions, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Obsidian Personal Planning Solutions, LLC Brokerage Details
$182,504,029
11
641
$284,718
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Elisha Zaretsky Work History
Elisha has been registered as a financial advisor for 0 years.*
Aci Partners, LLC
Wealth Strategies Group
National Planning Corporation
Zaretsky Financial
*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 Elisha Zaretsky 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 Obsidian Personal Planning Solutions, LLC
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
