EC
CFP
EC
CFP

Elizabeth Ruffalo Cody

27 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
548 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee
Loading...

Location

245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Sand Hill Global Advisors, LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Bessemer Investor Services, INC.Broker
March 1997 - April 2016 · 19 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elizabeth Ruffalo Cody - Financial Advisor | TrueAdvisor