Eliza
Forastieri-Pitsikalis

Wedbush Securities Inc

CRD#5768708
Investment Advisor
in Jersey City, NJ

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About this Advisor

Eliza Forastieri-Pitsikalis is a financial advisor operating out of Jersey City, New Jersey with a total of 1 year of industry experience. Forastieri-Pitsikalis is currently employed by Wedbush Securities Inc. Throughout their career, they have worked at Ubs Financial Services Inc, Ubs Banking Usa, Ubs Financial Services and Wedbush Securities. Forastieri-Pitsikalis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. Wedbush Securities Inc is a firm headquartered in Los Angeles, CA. The company has offices in 58 locations and a total of 920 advisors. It manages $4 billion in total assets between its 8,553 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 8,553 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm 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. Financial advisory fees usually depend on which service is offered. Fees billed by Wedbush Securities Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

525 Washington Blvd 20Th Floor
Jersey City, NJ 07310

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

NJ Average: $7,578,581,321
Total Number of Employees

920

NJ Average: 43
Total Number of Accounts

8,553

NJ Average: 3,727
Average Account Size

$450,989

NJ Average: $2,033,427

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

Eliza Forastieri-Pitsikalis Work History

Eliza has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wedbush Securities

2021 - 2022 (1 year)

Ubs Financial Services

2018 - 2021 (3 years)

Ubs Financial Services

2017 - 2018 (1 year)

Ubs Banking Usa

2015 - 2017 (2 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)

Ubs Financial Services Inc

*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 Eliza Forastieri-Pitsikalis 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 Wedbush Securities Inc

Jonathan Monaco
Newport Beach, CA
Robert Howard
Dallas, TX
Alicia Sorensen
Los Angeles, CA
David Yi
Los Angeles, CA
Paul Delzio
Sacramento, CA
Wendy Olson
Gleneden Beach, OR
Jordan Tiu
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ

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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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.

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