Unclaimed
Elaine Votier Biersack is a financial advisor with Round Rock Advisors LLC, registered with the state of Connecticut. Elaine has been in the industry since December 2013 and holds a Series 65 license. Her firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals. Round Rock Advisors LLC is focused on working with high net worth individuals, corporations, and charitable organizations. They manage over $673 million in assets under management and have a strong focus on providing personalized advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
05/30/2024 - Present
Round Rock Advisors LLC (WILTON CT)
IA
Issued 08/04/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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