EM
Eli Mizrahi
BROOKSTONE WEALTH ADVISORS
Issaquah, WA
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CRD#: 6057458
EM
Professional summary
Eli Mizrahi is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Issaquah, Washington and PACIFIC FINANCIAL ADVISORS located in Bellevue, Washington.
Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eli has worked at 4 firms and has passed the Series 65 exam.
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.
1) NW Senior Resources, DBA: Pacific Group Advisors, Investment-Related, 14410 Bel-Red Road, Bellevue, WA 98007, Co-Owner, Insurance Sales & Investment Advisory services, Start Date 01/1989, Hours Dedicated: 40 hrs per week, (17.5 hours per week during trading hours) Duties: Insurance Sales & Investment Advisory Services
2) Legacy Tree Charitable Annuities,, Investment-Related, 14410 Bel-Red Road, Bellevue, WA 98007 Vendor: 1-4 hours per months, 1-4 during trading hours. Engaging prospects when services may be beneficial. Explaining programs and initiating implementation if needed. Compensation on insurance product provided as commission from the carriers involved.
3) American Financial Education Alliance. 14410 Bel-Red Road, Bellevue, WA 98007, not investment related, chapter president, Hours dedicated TBD. Started October 2017. The mission is to empower Americans to take control of thier finances by providing local communities with unbiased financial education. AFEA is a 501c3 so there is a strict no selling policy during workshops or strategy sessions. Strategy sessions are offered to attendees of the workshops to be able to answer their specific personal questions that are not discussed during the workshop.
4) Federal Employees Benefits Service; Investment Related; 110 S. Hersey Rd, Bloomington IL 61704; Insurance related consulting; Agent; Started 02/2020; 80 hours/month devoted; 0 hours/month devoted during securities trading hours; Prospecting, consulting and marketing retirement related insurance products to Federal employees.
CRS (Client Relationship Summary) - RIA
Click below to view Eli Mizrahi'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
September 23, 2016 - Present
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Issaquah, WA
Current
November 13, 2023 - Present
PACIFIC FINANCIAL ADVISORS
Office #1: 11400 Se 8th Av Se Suite 460, Bellevue, WA 98004RIA
CRD#: 154160
Bellevue, WA
Past
May 3, 2016 - September 20, 2016
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Bellevue, WA
Past
April 20, 2012 - June 6, 2016
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
BELLEVUE, WA
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
Washington(9/23/2016)
Current Firm
PF
PACIFIC FINANCIAL ADVISORS
PACIFIC FINANCIAL ADVISORS | WOLF WEALTH MANAGEMENT, INC. | WOLF WEALTH MANAGEMENT | PACIFIC WEALTH MANAGEMENT, INC | PACIFIC FINANCIAL ADVISORS, INC.
CRD#: 154160 / SEC#:
Washington
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Contact information
Main Address
11400 Se 8th Av Se Suite 460, Bellevue, WA 98004
Mailing Address
Phone number
(425) 458-3292
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 51,827,184 |
Red Flags
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