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CRD#: 327555
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for ELSEWARE FINANCIAL SERVICES LLC Comes From
Understanding the Statistics for ELSEWARE FINANCIAL SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
36 W. 44th Street Suite 700, New York, NY 10036
Mailing Address
36 W. 44th Street Suite 700, New York, NY 10036
Firm Size
Small
Phone Number
(786) 223-8858
Established
Delaware since 06/05/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ELSEWARE FINANCIAL SERVICES LLC
XW
Xiaodong Wu
RR
CRD#: 6062348
Location:
Doral, FL
Company:
ELSEWARE FINANCIAL SERVICES LLC
Disclosures:
Experience:
13 years
PR
Pascal A Roche
RR
CRD#: 5920968
Location:
New York, NY 10022
Company:
CSCA CAPITAL ADVISORS, LLC
Disclosures:
Experience:
14 years
GG
Gerald Matthew Gibbons
RR
CRD#: 2447903
Location:
Smithtown, NY 11787
Company:
PRE-IPO STREET INC.
Disclosures:
Experience:
31 years
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