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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Alexandria Brutman is an Investment Advisor Representative with 1919 Investment Counsel, LLC. Elana has been in the industry since 2005 and has experience at various firms, including Raymond James & Associates, Inc., Howe Barnes Hoefer & Arnett, Inc., and SF Investments, Inc. Elana is registered in California and has passed the Series 63, Series 65, Series 7, and Series 55 exams. Elana's firm specializes in providing investment advisory services to individuals, businesses, and institutions. 1919 Investment Counsel, LLC also provides financial planning, pension consulting, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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2
CA
02/06/2019 - Present
1919 Investment Counsel, LLC (SAN FRANCISCO CA)
CA
04/04/2011 - 07/10/2012
RAYMOND JAMES & ASSOCIATES, INC. (SAN FRANCISCO CA)
CA
03/02/2009 - 07/28/2011
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
IL
06/02/2005 - 12/31/2007
SF INVESTMENTS, INC. (CHICAGO IL)
IA
Issued 01/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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