Marcelle Gordon
Investment adviser representative at Ele Advisory Services, Inc
23 yearsExperience
3 statesRegistered in
$136.5MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Ele Advisory Services, Inc.Jan 2021 to now
- Ele Wealth Solutions, Inc.Jan 2021 to now
- Fifth Third BankOct 2020 to Jan 2021
- Fifth Third SecuritiesOct 2020 to Jan 2021
- W&s Brokerage ServicesJul 2020 to Oct 2020
- Western Southern LifeMay 2020 to Oct 2020
- Self EmployedNov 2019 to May 2020
- Ele Advisory Services, Inc.Apr 2011 to Nov 2019
- Ele Wealth Management, Inc.Mar 2003 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (MI, NC, SC).
Ele Advisory Services, Inc
$136.5MAssets managed
1,156Clients
13Advisers
6 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
- 4514544
- Firm CRD
- 148228