Tricia Eliason
Investment adviser representative at Private Advisory
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Private AdvisoryFeb 2026 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2026
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCJan 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Private Advisory
Legal name: Private Advisory Group LLC
$2.1BAssets managed
929Clients
18Advisers
12 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
- 2193645
- Firm CRD
- 170043