Adam
Elliott
New Era Financial Advisors, Inc
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About this Advisor
Adam Elliott is a financial advisor working out of Wayzata, Minnesota with a total of 2 years of industry experience. Elliott is currently employed by New Era Financial Advisors, Inc. The advisor has gained experience at Pruco Securities LLC, City Of Hutchinson, Hampton Ridge Financial, Hy-Vee Market Grill, Bella Cucina, Jay Malone Motors, Unemployed - Middle & High School Student, The Prudential Insurance Company Of America, New Era Financial Advisors, Inc and J.W. Cole Financial, Inc. Elliott maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. New Era Financial Advisors, Inc is a registered investment firm that has its headquarters in Wayzata, MN. The company has a total of 11 financial advisors. It has $964 million in assets under management across its 2,762 client accounts, making it one of the larger firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 2,762 accounts, 47% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on the financial services offered. Fee types billed by New Era Financial Advisors, Inc may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Era Financial Advisors, Inc Brokerage Details
$964,395,636
11
2,762
$349,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adam Elliott Work History
Adam has been registered as a financial advisor for 2 years.*
New Era Financial Advisors, Inc
J.W. Cole Financial, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Jay Malone Motors
Hy-Vee Market Grill
Bella Cucina
Hampton Ridge Financial
City Of Hutchinson
Unemployed - Middle & High School Student
*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 Adam Elliott 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 New Era Financial Advisors, Inc
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
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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