Jeffery C. Elinsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffery Charles Elinsky, who also goes by Jeff Elinsky, Jeffrey Charles Elinsky, was a registered financial professional .
Jeffery is a previously registered financial professional and started their career in finance in 2004. Jeffery had worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2023 - March 6, 2024
CETERA INVESTMENT ADVISERS LLC
April 20, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
April 20, 2022 - March 6, 2024
CETERA WEALTH SERVICES, LLC
May 31, 2012 - April 20, 2022
FFEC WEALTH PARTNERS LLC
May 31, 2012 - April 20, 2022
FFEC WEALTH PARTNERS LLC
June 9, 2009 - May 31, 2012
CUSO FINANCIAL SERVICES, L.P.
June 9, 2009 - May 31, 2012
CUSO FINANCIAL SERVICES, L.P.
December 19, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 19, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 2, 2007 - December 6, 2007
MORGAN STANLEY & CO. LLC
April 2, 2007 - December 6, 2007
MORGAN STANLEY & CO. LLC
June 2, 2004 - April 2, 2007
MORGAN STANLEY DW INC.
April 13, 2004 - April 2, 2007
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
