Elan Danon
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Truist Advisory Services, Inc.Sep 2026 to now
- Truist Investment Services, IncSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Sep 2026
- Cetera Investment Services LLCSep 2025 to Sep 2026
- Regions BankSep 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Aug 2025
- JPMorgan Chase Bank NANov 2020 to Apr 2022
- JPMorgan Securities LLCNov 2020 to Apr 2022
- Danon Capital LLCMar 2019 to Nov 2020
- Garnet GroupMay 2013 to Feb 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 4111864
- Firm CRD
- 283390