Elio Chiarelli
Investment adviser representative at Bison Wealth, LLC
16 yearsExperience
3 statesRegistered in
$2.7BFirm assets
7 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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Bison Wealth, LLCJan 2025 to now
- Liquid Strategies, LLCMar 2023 to now
- Bison Wealth, LLC dba Capital Defender AdvisorsJan 2023 to now
- Ifp Securities, LLCMay 2019 to Mar 2023
- Fuerza Financial Inc. dba the Kidder CompanyNov 2018 to Feb 2023
- Kidder Advisors IncNov 2018 to Feb 2023
- Kidder Benefits Consultants IncJan 2015 to Nov 2018
- Independent Financial PartnersDec 2011 to Mar 2023
- LPL Financial LLCJul 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 5824081
- Firm CRD
- 299805