Carmela
Elco

Trinity Investment Advisors, LLC

CRD#4171482
Investment Advisor
in West Chester, PA

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About this Advisor

Carmela Elco is a financial advisor based in West Chester, Pennsylvania, working with Trinity Investment Advisors, LLC. Carmela has previously held positions at Cerity Partners Retirement Plan Advisors LLC, Blue Prairie Group, LLC, and Trinity Investment Advisors. Carmela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Carmela is part of Trinity Investment Advisors, LLC, which operates out of West Chester, Pennsylvania. The firm has 3 employees and manages assets totaling $301.0 million. The services offered by the firm include pension consulting services. The fee structure at Trinity Investment Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

136 North Church
West Chester, PA 19380

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Trinity Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$300,990,891

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

33

PA Average: 3,342
Average Account Size

$9,120,936

PA Average: $4,737,880

Investment Advisory Services

  • Pension consulting services

Carmela Elco Work History

2021 - Present (3 years)

Trinity Investment Advisors

2019 - 2021 (2 years)

Cerity Partners Retirement Plan Advisors LLC

2014 - 2019 (5 years)

Blue Prairie Group, LLC

Disclosures

Please visit the SEC profile of Carmela Elco 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 Trinity Investment Advisors, LLC

Carmela Elco
West Chester, PA
Richard Pearce
West Chester, PA
Jennifer Kirby
West Chester, PA
Michael Mccabe
West Chester, PA

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