EV
EV

Elizabeth Mary Vallone

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

167 Washington Street, Norwell, MA, 02061

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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.

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Other Business ActivitiesSells Insurance

Elizabeth is an independent insurance agent with Essential Asset Management, LLC, dedicating a few hours per week to this activity. She is also an Investment Advisor Representative with Essential Asset Management, LLC.

Employment History
Current Registrations
Bay Colony Advisors
September 2015 - Present · 10 yrs 5 mos
Essential Asset Management, LLC
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Strategic Advisers, INC.
August 2003 - May 2005 · 1 yr 9 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.