MG
Marcelle Gordon
ELE ADVISORY SERVICES,
Southfield, MI 48075
Some features on this profile are disabled
CRD#: 4514544
MG
Professional summary
Marcelle Gordon, who also goes by Marcelle Ann Gordon, Marcelle Ann Veronica John, Marcelle Ann Welsh, is a registered financial advisor currently at ELE ADVISORY SERVICES, INC located in Southfield, Michigan and ELE WEALTH SOLUTIONS, INC. located in York, South Carolina.
Marcelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Marcelle has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcelle Ann Gordon | Marcelle Ann Veronica John | Marcelle Ann Welsh
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.
1. Investment Advisors Representative/CIO, ELE Advisory Services, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service of advisory clients. Started 01/2021 140 hours/month during trading hours. 2. Insurance Agent, ELE Wealth Management, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Assist with service and sales of life, health, and disability insurance. Started 01/2021 20 hours/month during trading hours. 3. Celmar Consulting Group, LLC - 28811 Lathrup Blvd, Lathrup Village, MI 48076. Established 12/27/2017; Owner; non-investment related. Provide notary services, proofreading, and administrative services. 4. CIO/MLO, ELE Mortgage Services, Inc. Located 18700 W 10 Mile Rd, Ste. 100, Southfield, MI 48075. Duties: Perform administrative, compliance, and reporting activities associated with a mortgage broker. Started 03/2021 40 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Marcelle Gordon's 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®
NoneExperience
Current
January 22, 2021 - Present
ELE ADVISORY SERVICES, INC
Office #1: 18700 W. 10 Mile Road Suite 100, Southfield, MI 48075RIA
CRD#: 148228
Southfield, MI
Current
January 26, 2021 - Present
ELE WEALTH SOLUTIONS, INC.
BD
CRD#: 38931
York, SC
Past
October 15, 2020 - January 15, 2021
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
SOUTHFIELD, MI
Past
October 15, 2020 - January 15, 2021
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
SOUTHFIELD, MI
Past
July 20, 2020 - October 20, 2020
W&S BROKERAGE SERVICES, INC.
RIA
CRD#: 8099
Troy, MI
Past
July 9, 2020 - October 20, 2020
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
Troy, MI
Past
May 2, 2013 - November 5, 2019
ELE WEALTH SOLUTIONS, INC.
BD
CRD#: 38931
SOUTHFIELD, MI
Past
April 26, 2011 - November 5, 2019
ELE ADVISORY SERVICES, INC
RIA
CRD#: 148228
SOUTHFIELD, MI
Past
January 27, 2011 - July 1, 2011
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
SOUTHFIELD, MI
Past
January 11, 2011 - July 1, 2011
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
SOUTHFIELD, MI
Past
December 1, 2010 - December 16, 2010
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SOUTHFIELD, MI
Past
February 2, 2010 - November 26, 2010
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SOUTHFIELD, MI
Past
December 9, 2008 - November 26, 2010
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SOUTHFIELD, MI
Past
September 26, 2008 - December 11, 2008
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
SOUTHFIELD, MI
Past
March 18, 2008 - September 29, 2008
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
SOUTHFIELD, MI
Past
September 24, 2004 - September 29, 2008
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
SOUTHFIELD, MI
Past
July 4, 2003 - July 28, 2003
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
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".
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)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
RR
Massachusetts(7/11/2025)
IAR
Michigan(1/22/2021)
RR
Michigan(1/26/2021)
RR
North Carolina(2/7/2022)
IAR
North Carolina(2/8/2022)
RR
South Carolina(2/1/2024)
IAR
South Carolina(7/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075
Mailing Address
Phone number
(248) 356-6555
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,401 |
| AUM (Assets Under Management) | $ 125,500,125 |
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.
