Skip to content

Nancy A Elliott

Investment adviser representative at Silver Lake Advisory Partners, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$325.3MFirm assets

Are you Nancy A Elliott? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Silver Lake Advisory Partners, LLCSep 2019 to now
  2. Silver Lake Advisory, LLCJan 2010 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Silver Lake Advisory Partners, LLC

$325.3MAssets managed
159Clients
4Advisers
34 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
5679622
Firm CRD
107625
Advisor's SEC record (opens in a new tab)
CallContact this firm