Lynne Todd Dorsey
Investment adviser representative at Elyxium Wealth LLC
36 yearsExperience
3 statesRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Elyxium Wealth, LLCMay 2024 to now
- Ids Life Insurance CompanyOct 1990 to now
- BMO Family OfficeJun 2022 to Apr 2024
- BNY Mellon Wealth ManagementMay 1992 to May 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Elyxium Wealth LLC
$1.4BAssets managed
56Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1820490
- Firm CRD
- 328603