Nancy A. Elliott

SILVER LAKE ADVISORY

MELISSA, TX

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CRD#: 5679622

Professional summary

Nancy A Elliott, CFP®, who also goes by Nancy A Fox, is a registered financial advisor currently at SILVER LAKE ADVISORY, LLC located in Melissa, Texas.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nancy has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy A Fox

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 Nancy A Elliott'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®

CFP^®

Certified Financial Planner

Experience

Current

September 18, 2019 - Present

SILVER LAKE ADVISORY, LLC

RIA

CRD#: 107625

MELISSA, TX

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".

SILVER LAKE ADVISORY, LLC

COHEN RONNA SUE | SILVER LAKE ADVISORY, LLC | SILVER LAKE ADVISORY | RONNA COHEN

CRD#: 107625 / SEC#: 801-41655

RIA

Registered Investment Advisory firm - (6/4/1992 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

Texas
(9/18/2019)

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

Current Firm

SILVER LAKE ADVISORY, LLC

COHEN RONNA SUE | SILVER LAKE ADVISORY, LLC | SILVER LAKE ADVISORY | RONNA COHEN

CRD#: 107625 / SEC#: 801-41655

RIA

Registered Investment Advisory firm - (6/4/1992 Approved)

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Contact information

Main Address

Cottonwood Heights, UT

Mailing Address

Phone number

(801) 733-9470

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

SILVER LAKE ADVISORY BROCHURE (1/8/2025)

Regulatory assets under management

Total Number of Accounts	496
AUM (Assets Under Management)	$ 320,486,265

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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Nancy A. Elliott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy A Elliott's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER LAKE ADVISORY, LLC

Primary Firm SEC Registration

SILVER LAKE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Current Firm

SILVER LAKE ADVISORY, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER LAKE ADVISORY, LLC

TRUST BUT VERIFY

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