Michael Evan Elchoness

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 01/2019
  Pnc Bank
  Millburn, NJ
• 07/2014 → 01/2019
  Pnc Investments
  Millburn, NJ
• 02/2019 → 04/2022
  Shrewsbury River Capital
  Red Bank, NJ
• 04/2022 → 07/2022
  Unemployed
  Livingston, NJ
• 10/2022 → Present
  Your Choice Home Care
  Fairfield, NJ
• 08/2022 → Present
  Bluma Consulting Llc
  Livingston, NJ
• 05/2023 → Present
  Lpl
  Mt. Laurel, NJ

Previous Registrations

• 2014-08-13 → 2018-12-06
  Pnc Wealth Management Llc
  Millburn, NJ
  Bridgewater, NJ
• 2013-04-23 → 2014-07-01
  Td Private Client Wealth Llc
  Bernardsville, NJ
  Basking Ridge, NJ
  New York, NY

Other Businesses

1) 05/2025 - Bluma Consulting LLC / Business Owner / Non Inv Related / Livingston, NJ 07039 / Start date 08/01/2022 - 40 hrs per month -20% time spent 2) 05/2025 - Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 120 hrs per month -80% time spent 3) 05/2025 - Your Choice Home Care - Consulting assignment for Bulma Consulting LLC / Outside/W-2 Employment / SVP of Community Relations / Non Inv Related / Fairfield, NJ / Start date 10/01/2022 - 40 hrs per month - 20% time spent

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-11-19
• S65 Uniform Investment Adviser Law Examination
  2013-03-04

Designations

• Certified Financial Planner