Neely Kathleen Elstrodt
Investment adviser representative at October Effect Ltd.
20 yearsExperience
1 stateRegistered in
$145.6MFirm assets
1 yearFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- October Effect, Ltd.Nov 2015 to now
- Tehel & Company, Inc.May 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
October Effect Ltd.
$145.6MAssets managed
597Clients
4Advisers
1 yearIn 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
- 5151667
- Firm CRD
- 281369