Ron E. Elzig

HIDDEN COVE WEALTH MANAGEMENT

Bainbridge Island, WA 98110

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CRD#: 2040931

Professional summary

Ron Eugene Elzig, AIF® is a registered financial advisor currently at HIDDEN COVE WEALTH MANAGEMENT located in Bainbridge Island, Washington.

Ron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Ron has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 9/1/2021; NUMBER OF HOURS/MONTH: 15; NUMBER HOURS/MONTH DURING TRADING HOURS: 6; SALES OF INSURANCE PRODUCTS. NAME OF OTHER BUSINESS: RON ELZIG - INDUSTRY EXPERT WITNESS; POSITION; PRINCIPAL; INVESTMENT RELATED: NO; 564 PIERCE CT NW BAINBRIDGE ISLAND WA 98110; REVIEW CASE MATERIALS, PROVIDE MY FINDINGS, DEPOSITION. PERFORMED FOR LAW FIRM, MCNAUL EBEL NAWROT & HELGREN PLLC; START DATE WITH BUSINESS: 2023-02-13; HOURS/MONTH DURING TRADING HOURS: 10; HOURS/MONTH OUTSIDE TRADING HOURS: 40; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ron Eugene Elzig'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 25, 2022 - Present

HIDDEN COVE WEALTH MANAGEMENT

Office #1: 249 Winslow Way East Suite 100, Bainbridge Island, WA 98110

RIA

CRD#: 318677

Bainbridge Island, WA

Past

September 7, 2021 - May 4, 2022

ONEDIGITAL

RIA

CRD#: 106766

Bainbridge Island, WA

Past

June 1, 2009 - April 4, 2019

MORGAN STANLEY

RIA

CRD#: 149777

SEATTLE, WA

Past

June 1, 2009 - April 4, 2019

MORGAN STANLEY

CRD#: 149777

SEATTLE, WA

Past

May 5, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SEATTLE, WA

Past

January 2, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SEATTLE, WA

Past

July 5, 1990 - January 3, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

HIDDEN COVE WEALTH MANAGEMENT

HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

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

Washington
(3/25/2022)

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 65

Date: 8/27/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1990

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: 3/20/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/3/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/1/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/2/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 26

Date: 1/6/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HIDDEN COVE WEALTH MANAGEMENT

HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

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Contact information

Main Address

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110

Mailing Address

Phone number

(206) 397-4890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HCWM FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	949
AUM (Assets Under Management)	$ 335,173,048

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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Advisor Monitoring

Firm Stability Insights

Ron E. Elzig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ron Eugene Elzig's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

HIDDEN COVE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2021

Series 63

Date: 8/15/1990

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2003

Series 6

Date: 7/3/1990

Series 10

Date: 2/1/2007

Series 9

Date: 10/2/2006

Series 26

Date: 1/6/1995

Current Firm

HIDDEN COVE WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HIDDEN COVE WEALTH MANAGEMENT

TRUST BUT VERIFY

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