Elliot J Turner

Rga Investment Advisors, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningHigh Net Worth

Rga Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

94 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$107.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

1177 High Ridge Road, Stamford, CT, 06905

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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.

Employment History

Current Registrations

Rga Investment Advisors, LLC

August 2013 - Present · 12 yrs 6 mos

Previous Registrations

Austinweston Asset Management LLC

May 2011 - February 2012 · 9 mos

State Registrations4 states

CTNJNYTX

Advisor

Exams

No exam information available for this advisor.