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EE

Elliott S. Elbaz

GORDIAN WEALTH ADVISORS
Mill Valley, CA 94941
Some features on this profile are disabled
CRD#: 2839674
EE

Professional summary

Elliott Samuel Elbaz is a registered financial advisor currently at GORDIAN WEALTH ADVISORS, LLC located in Mill Valley, California and CAPULENT LLC located in Phoenix, Arizona.

Elliott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Elliott has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elliott Samuel Elbaz'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

December 2, 2015 - Present

GORDIAN WEALTH ADVISORS, LLC

Office #1: 100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941
RIA
CRD#: 281775
Mill Valley, CA
Current

November 10, 2017 - Present

CAPULENT LLC

Office #1: 3200 E Camelback Rd Ste 130, Phoenix, AZ 85018
BD
CRD#: 155155
PHOENIX, AZ
Past

June 5, 2012 - January 6, 2015

GORDIAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 160508
MILL VALLEY, CA
Past

December 15, 2011 - December 31, 2015

CROSSPOINT CAPITAL MANAGEMENT

RIA
CRD#: 150212
MILL VALLEY, CA
Past

December 15, 2011 - May 5, 2017

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
MILL VALLEY, CA
Past

June 3, 2004 - November 3, 2011

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
SAN FRANCISCO, CA
Past

January 21, 1998 - May 17, 2004

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

February 25, 1997 - January 14, 1998

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY

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".
GW
GORDIAN WEALTH ADVISORS, LLC
GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA
Registered Investment Advisory firm - (10/30/2015 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(12/2/2015)
RR
California
(11/10/2017)
IAR
Texas
(9/12/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 4/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/28/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GORDIAN WEALTH ADVISORS, LLC
GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA
Registered Investment Advisory firm - (10/30/2015 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941
Mailing Address
Phone number
(833) 467-3426
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GORDIAN WEALTH ADVISORS LLC ADV PART 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts362
AUM (Assets Under Management)$ 488,655,071

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.

Company Information

GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775Mill Valley, CA 94941

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Contact information

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