wiseradvisor

Elliot Harris
Ladenburg Thalmann Asset Management

Tel: (561) 620-2100
7763 West Glades Road
Boca Raton, FL 33434
Ladenburg Thalmann Asset Management | Financial Advisor in Boca Raton ,FL

About Ladenburg Thalmann Asset Management

Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, customized financial solutions. We have built a strong reputation for partnering with dynamic companies and helping them achieve growth with purposeful investment strategies and thoughtful guidance.


General Information

Firm Start Year:   1876
No.of Employees:   500-999
Name of Broker/Dealer:   Ladenburg Thalmann and Co.
Name of Custodial Firm:   National Financial Services
States Licensed in:   Ny,Fl
Number of Years with Current Firm:   4


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Annuity, Long Term Care, Variable Annuity, Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Flat Fee, Based on Assets
Fee % Based on Assets:   negotiable


Education

Finance - Finance  Suny Albany
June 1992-June 1996

Behavioral Finance - Behavioral Finance  Harvard University
May 2008-

Retirement Planning - Finance  Wharton School
August 2007-



Faqs

  • What are your qualifications? What is your education background? Elliot is a graduate Cum Laude of the State University of New York at Albany He also holds a Retirement Planning Designation from The Wharton School of Business as well as a degree in Behavior Finance from the Harvard Business School.
  • What is your approach to financial planning? I act as a personal CFO, providing guidance and recommendations on wealth development, accumulation and distribution. When working with closely held businesses, we help create liquidity and retain assets
  • What services do you offer? We are a full service New York Stock Exchange member firm offering professional portfolio management, financial planning, and retirement solutions.
  • How many clients do you currently manage? 80 +
  • Will you be the only person working with me? We take a team approach to our clients with complimentary skill sets in asset management, retirement planning and retirement solutions.
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Elliot Harris

Elliot Harris

In 2009, Elliot Harris Joined Ladenburg Thalmann and became the Managing Director of The Entertainment Industry Client Group in 2010. In doing so, he continues an 18-year career in the financial services industry. Elliot works with artists, musicians, actors and business owners along with their advisors (attorneys, accountants, and managers), to develop sound personal and business plans to help them achieve their short and long-term financial goals.

Elliot has lectured to the NYSSCPA for continuing education on Behavioral Finance He is also a visiting lecturer at the Business school at SUNY Albany for there graduate level economics program and has hosted and participated in events with the NYSBA.

Elliot is a graduate Cum Laude of the State University of New York at Albany with a Bachelor of Arts degree in Political Science and Finance. He also holds a Retirement Planning Designation from The Wharton School of Business as well as a degree in Behavior Finance from the Harvard Business School. Elliot has also participated in the BGI summit at Stanford University where he continued his research on Behavioral Finance .

Active in his community, Elliot oversees The Harris Family Foundation which provides grants to nonprofit organizations that assist the families of children in a position of need or poverty. He currently sits on the Steering Committee for Friends of Karen and is active within the Nephcure Foundation He also volunteers as a mentor for Junior Achievement

My Services

Financial Advice & Consulting

We believe that this dynamic, competitive, and constantly changing marketplace provides a world of opportunities for informed investors. We understand the need for investment strategies that balance growth opportunities with risk management.

My Team

Thomas Houtenbrink
Thomas Houtenbrink Financial advisor
Tom is a financial advisor as well as an Accredited Investment Fiduciary (r) Designee. Tom assists our clients in clarifying their goals and forming an action plan to achieve them.

Steven  Zeitchick
Steven Zeitchick Financial advisor
Steven Zeitchick is a Senior Vice President within Ladenburg ThalmannÂ’s Private Client Services division. He strives to deliver unbiased and professional investment advice to each of his clients. One of the main reasons why investors choose to work with Steven is because of his ability to design investment strategies aimed at helping them achieve financial independence.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Boca Raton Boynton Beach
Dania Deerfield Beach
Delray Beach Fort Lauderdale
Hollywood Lake Worth
Palm Beach Pompano Beach
Wellington West Palm Beach
Palm Beach

Social Networks

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