Elayna S. Barrison
Professional summary
Elayna Sylvia Barrison is a registered financial advisor currently at CITY NATIONAL ROCHDALE located in Orlando, Florida and CNR SECURITIES, LLC located in Lake Mary, Florida.
Elayna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Elayna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elayna Sylvia Barrison's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2019 - Present
CITY NATIONAL ROCHDALE
Office #2: 605 Crescent Executive Court Suite 320, Lake Mary, FL 32746January 14, 2019 - Present
CNR SECURITIES, LLC
Office #1: 605 Crescent Executive Court 1st Floor, Lake Mary, FL, 32746-2133May 17, 2018 - February 4, 2019
KOSS-OLINGER CONSULTING, LLC.
October 5, 2015 - January 15, 2019
VALMARK SECURITIES, INC.
Primary Firm SEC Registration
CITY NATIONAL ROCHDALE
CRD#: 117198 / SEC#: 801-27265
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/14/2019)
(2/5/2019)
Exams
FINRA
Current Firm
CITY NATIONAL ROCHDALE
CRD#: 117198 / SEC#: 801-27265
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,300 |
| AUM (Assets Under Management) | $ 68,177,828,012 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 10/27/2023 |
Red Flags
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