Elliot Gild
Investment adviser representative at Sagespring Wealth Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.5BFirm 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 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
Experience
13 years in the industry.
- Sagespring Wealth PartnersJul 2021 to now
- Raymond James Financial Services, Inc.Jul 2021 to Nov 2024
- Remax NextJul 2020 to Jun 2021
- Sweetwater PoolsMay 2017 to Aug 2017
- Langley and TaylorMay 2014 to May 2017
- Loyola University ChicagoAug 2011 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
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
- 7408903
- Firm CRD
- 283515