EC
Elio Chiarelli
BISON WEALTH
GAINESVILLE, FL 32606
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CRD#: 5824081
EC
Professional summary
Elio Chiarelli JR., AIF®, who also goes by Elio Chiarelli, is a registered financial advisor currently at BISON WEALTH, LLC located in Gainesville, Florida.
Elio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Elio has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elio Chiarelli
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) 5/2007 Independent Insurance Agent; Investment Related; Florida; Life, Health and Variable Annuity: used under DBA Capital Defender Advisors, Inc. (2) 5/2011 Chiarelli Investment Co.; Owner; Real Estate Rental Properties; Investment Related; Alachua, FL; Approx. 5% of time spent; management of the rental properties in the corporation (3) 03/2023 Liquid Strategies; Portfolio Manager; Investment Related; 3550 Lenox Rd NE Suite 2550, Atlanta, GA 30326; 40 hours/month; 2 hours during trading hours; Develop/manage/monitor/execute decisions related to investment fund portfolios and models as well as deliver strategies to institutional clients and registered representatives.
CRS (Client Relationship Summary) - RIA
Click below to view Elio Chiarelli JR.'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®
Experience
Current
January 2, 2025 - Present
BISON WEALTH, LLC
Office #1: 4061 Nw 43rd Street Suite 16, Gainesville, FL 32606RIA
CRD#: 299805
GAINESVILLE, FL
Past
January 18, 2023 - December 31, 2024
BISON WEALTH, LLC
RIA
CRD#: 165931
Gainesville, FL
Past
May 22, 2019 - March 31, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
Urbandale, IA
Past
April 16, 2014 - September 9, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEST DES MOINES, IA
Past
February 21, 2012 - March 31, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
GAINESVILLE, FL
Past
November 9, 2010 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
WEST DES MOINES, IA
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".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 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
Florida(1/27/2025)
IAR
Texas(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
Red Flags
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