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Elaine M. Natoli

TANDEM INVESTMENT ADVISORS
Charleston, SC 29401
Some features on this profile are disabled
CRD#: 6936497
EN

Professional summary

Elaine M Natoli, who also goes by Elaine N Carew, is a registered financial advisor currently at TANDEM INVESTMENT ADVISORS INC located in Charleston, South Carolina.

Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elaine has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elaine N Carew

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 Elaine M Natoli'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

August 22, 2022 - Present

TANDEM INVESTMENT ADVISORS INC

Office #1: 145 King Street Suite 400, Charleston, SC 29401
RIA
CRD#: 109392
Charleston, SC

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".
TI
TANDEM INVESTMENT ADVISORS INC
TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA
Registered Investment Advisory firm - (9/15/2000 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
South Carolina
(8/22/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2022
Uniform Investment Adviser Law Examination

Current Firm

TI
TANDEM INVESTMENT ADVISORS INC
TANDEM INVESTMENT ADVISORS INC

CRD#: 109392 / SEC#: 801-57846

RIA
Registered Investment Advisory firm - (9/15/2000 Approved)
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Contact information

Main Address
145 King Street Suite 400, Charleston, SC 29401-2229
Mailing Address
Phone number
(843) 720-3413
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TANDEM INVESTMENT ADVISORS ADV PART 2 - NOVEMBER 2025 (11/28/2025)

Regulatory assets under management

Total Number of Accounts10,162
AUM (Assets Under Management)$ 3,359,046,630

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.

Company Information

TANDEM INVESTMENT ADVISORS INC

CRD#: 109392Charleston, SC 29401

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