Vili R. Isaloi

ELLIOTT COVE CAPITAL MANAGEMENT

Anchorage, AK 99503

Some features on this profile are disabled

CRD#: 6466510

Professional summary

Vili Rodney Isaloi, who also goes by Rodney Isaloi, is a registered financial advisor currently at ELLIOTT COVE CAPITAL MANAGEMENT located in Anchorage, Alaska.

Vili is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Vili has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rodney Isaloi

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.

GUARDIAN FOR NEPHEW, INV RELATED, ANCHORAGE, AK, START: 4/29/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. HEARTS AND HANDS OF CARE INC., NOT INVT RELATED, ANCHORAGE, PERSONAL CARE ASSISTANT, START DATE 12/01/2019, 148 HRS PER MONTH, 0 HRS DURING TRADING, ASSISTING NEPHEW WHO IS SPECIAL NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vili Rodney Isaloi'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®

None

Experience

Current

September 26, 2024 - Present

ELLIOTT COVE CAPITAL MANAGEMENT

Office #1: Northrim Bank West Anchorage Branch 2709 Spenard Road, Anchorage, AK 99503

RIA

CRD#: 123636

Anchorage, AK

Past

March 25, 2023 - September 4, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ANCHORAGE, AK

Past

February 13, 2023 - September 4, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ANCHORAGE, AK

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".

ELLIOTT COVE CAPITAL MANAGEMENT

ELLIOTT COVE CAPITAL MANAGEMENT | ELLIOTT COVE CAPITAL, L.L.C. | ELLIOTT COVE CAPITAL MANAGEMENT LLC

CRD#: 123636 / SEC#: 801-63436

RIA

Registered Investment Advisory firm - (8/23/2004 Approved)

Washington

Registered Investment Advisory firm - (11/22/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alaska
(9/26/2024)

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

State Security Law Exam

IAR

Series 65

Date: 3/25/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/11/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/14/2023

Securities Industry Essentials Examination

Current Firm

ELLIOTT COVE CAPITAL MANAGEMENT

ELLIOTT COVE CAPITAL MANAGEMENT | ELLIOTT COVE CAPITAL, L.L.C. | ELLIOTT COVE CAPITAL MANAGEMENT LLC

CRD#: 123636 / SEC#: 801-63436

RIA

Registered Investment Advisory firm - (8/23/2004 Approved)

Washington

Registered Investment Advisory firm - (11/22/2004 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

1000 Second Avenue Suite 1440, Seattle, WA 98104

Mailing Address

Po Box 27710, Seattle, WA 98165

Phone number

(206) 267-2683

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELLIOTT COVE CAPITAL MANAGEMENT LLC FORM ADV PART II BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	898
AUM (Assets Under Management)	$ 307,782,769

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.

Similar Advisors

Mark Witaschek

AURELIUS FAMILY OFFICE, LLC

IAR

Tullahoma, TN

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Burke Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vili R. Isaloi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vili Rodney Isaloi's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ELLIOTT COVE CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2023

Series 63

Date: 2/25/2023

Series 6TO

Date: 2/11/2023

SIE

Date: 1/14/2023

Current Firm

ELLIOTT COVE CAPITAL MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELLIOTT COVE CAPITAL MANAGEMENT

TRUST BUT VERIFY

Similar Advisors