Eleana T. Mclane

REDWOOD FINANCIAL PLANNING

Scotch Plains, NJ 07076

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CRD#: 1284272

Professional summary

Eleana Touris Mclane, CIMA®, who also goes by Eleana A Touris, Eleana Andrea Touris, Elleana Andrea Touris, is a registered financial advisor currently at REDWOOD FINANCIAL PLANNING, LLC located in Scotch Plains, New Jersey.

Eleana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Eleana has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eleana A Touris | Eleana Andrea Touris | Elleana Andrea Touris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AssuredPartners Northeast, LLC; Investment Related; 445 Hamilton Ave, 10TH Floor, White Plains, NY 10601; Insurance Agency Specializing in P&C, Group Benefits & Retirement Planning, Retirement Senior Account Manager, 9/28/2020; 200 hours per month; 200 hours during market hours; Selling & Servicing retirement plans. AssuredPartners; Investment Related; 445 Hamilton Ave 10th Floor, White Plains, NY 10601; Acuqires property & casualty, agency & employee benefits firms; Retirement Senior Account Manager; 9/28/2020; 0 hours per month; 0 hours during trading hours; no duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleana Touris Mclane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 6, 2024 - Present

REDWOOD FINANCIAL PLANNING, LLC

Office #1: 1812 Front Street, Scotch Plains, NJ 07076

RIA

CRD#: 291250

Scotch Plains, NJ

Past

October 7, 2020 - March 7, 2023

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

White Plains, NY

Past

October 6, 2020 - March 7, 2023

PENSIONMARK SECURITIES, LLC

CRD#: 283952

White Plains, NY

Past

March 10, 2016 - September 18, 2020

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

May 11, 2011 - March 21, 2016

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

COLUMBUS, OH

Past

June 18, 2009 - September 18, 2020

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

August 29, 2003 - February 4, 2009

BNY MELLON SECURITIES CORPORATION

RIA

CRD#: 231

WESTFIELD, NJ

Past

April 14, 2003 - February 4, 2009

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

February 23, 1988 - October 28, 1991

BNY BROKERAGE, INC.

CRD#: 17481

NEW YORK, NY

Past

May 14, 1986 - February 22, 1988

STEINBERG & LYMAN

CRD#: 15704

Past

February 20, 1986 - June 2, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

June 18, 1985 - November 20, 1985

BROADCHILD SECURITIES CORP.

CRD#: 7702

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/13/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/12/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 12/8/1988

Registered Options Principal Examination

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

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Contact information

Main Address

1812 Front Street, Scotch Plains, NJ 07076

Mailing Address

Phone number

(908) 663-2125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 31 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 212,777,284

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.

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Firm Stability Insights

Eleana T. Mclane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleana Touris Mclane's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

PENSIONMARK SECURITIES, LLC

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

BNY BROKERAGE, INC.

STEINBERG & LYMAN

CITIGROUP GLOBAL MARKETS INC.

BROADCHILD SECURITIES CORP.

Primary Firm SEC Registration

REDWOOD FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2003

Series 65

Date: 1/12/1994

Series 63

Date: 12/15/1986

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2003

Series 4

Date: 12/8/1988

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDWOOD FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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