Tricia Eliason

PRIVATE ADVISORY

Lehi, UT 84043

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CRD#: 2193645

Professional summary

Tricia Eliason, who also goes by Tricia Boss, is a registered financial advisor currently at PRIVATE ADVISORY located in Lehi, Utah.

Tricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Tricia has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tricia Boss

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricia Eliason'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®

None

Experience

Current

February 17, 2026 - Present

PRIVATE ADVISORY

Office #1: 1557 W Innovation Way Suite 500 (5th Floor), Lehi, UT 84043

RIA

CRD#: 170043

Lehi, UT

Past

November 1, 2018 - February 20, 2026

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SALT LAKE CITY, UT

Past

April 22, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

SALT LAKE CITY, UT

Past

January 14, 2015 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

SALT LAKE, UT

Past

January 13, 2015 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

SALT LAKE CITY, UT

Past

March 9, 2012 - January 14, 2015

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

February 27, 2012 - January 14, 2015

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

August 23, 2010 - March 8, 2012

MORGAN STANLEY

RIA

CRD#: 149777

SOUTH JORDAN, UT

Past

June 4, 2010 - March 8, 2012

MORGAN STANLEY

CRD#: 149777

SOUTH JORDAN, UT

Past

April 1, 2002 - June 7, 2010

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

GREGORY, SD

Past

May 16, 2001 - April 1, 2002

MARQUETTE FINANCIAL GROUP, INC.

CRD#: 345

MINNEAPOLIS, MN

Past

February 3, 1992 - September 22, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 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

Utah
(2/17/2026)

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: 8/21/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/1992

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: 8/29/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/28/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 9/3/1998

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 8/9/1996

General Securities Principal Examination

Current Firm

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 Approved)

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Contact information

Main Address

16880 Ne 79th Street, Redmond, WA 98052

Mailing Address

Phone number

(425) 498-2320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE ADVISORY ADV 2A FEB 2026 (2/13/2026)

Regulatory assets under management

Total Number of Accounts	2,166
AUM (Assets Under Management)	$ 1,316,456,660

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2026	Cover Page	Report
04/23/2025	Cover Page	Report

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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Tricia Eliason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricia Eliason's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

AVANTAX INVESTMENT SERVICES, INC.

MARQUETTE FINANCIAL GROUP, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PRIVATE ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2010

Series 63

Date: 1/3/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/29/1994

Series 6

Date: 1/28/1992

Series 8

Date: 9/3/1998

Series 24

Date: 8/9/1996

Current Firm

PRIVATE ADVISORY

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRIVATE ADVISORY

TRUST BUT VERIFY

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