Ron Eugene Elzig
AIF®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110Phone Number
(206) 397-4890# of Employees
7SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,081AUM (Assets Under Management)
$403,507,194Similar Advisors
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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.
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Primary Firm SEC Registration
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1990About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Feb 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2006About the Series 9 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 1995About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ron Eugene Elzig's CRS (Customer Relationship Summary).
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