Troy Elser

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2009 → 06/2020
  Ubs Financial Services Inc
  Hunt Valley, MD
• 06/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2009-01-02 → 2020-07-10
  Ubs Financial Services Inc.
  Hunt Valley, MD
• 2007-04-02 → 2009-01-06
  Morgan Stanley & Co. Llc
  Hunt Valley, MD
  Hunt Valley, MD
• 1999-02-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lutherville, MD
  Hunt Valley, MD

Other Businesses

ELSER WEALTH MANAGEMENT LLC, INV RELATED, COCKEYSVILLE, MD, 100% OWNERSHIP, START 6/29/2020, 140 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.;| TRUSTEE FOR FRIENDS ESTATE TRUST, INV RELATED, TOWNSON, MD, START 4/10/2023, 3 HOURS A MONTH, 1 HOUR DURING TRADING.| SEVENTY2 LEGACY PARTNER LLC, INV RELATED, WILMINGTON, DE, 7% OWNERSHIP, START 2/28/2023, 160 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE.| CO-POWER OF ATTORNEY FOR FATHER, INVT RELATED, HUNT VALLEY, MD, START DATE 9/3/2024, 2 HRS PER MONTH AND DURING TRADING.| 72 GROWTH PARTNERS; INV RELATED; WILMINGTON, DE; 5.5% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; MERCHANT CASH AND STOCK AGREEMENT ELSER GUTOWSKI GP, LLC; INV RELATED; BETHESDA, MD; MERCHANT PARTNERSHIP ;45% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; ELSER GUTOWSKI WEALTH MANAGEMENT LLC; INV RELATED; BETHESDA, MD; PARTNERSHIP BETWEEN FAS;50% OWNERSHIP; START DATE: 09/12/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; SEVENTY2 CAPITAL LEGACY PARTNERS, LLC; INV RELATED; BETHESDA, MD; WEALTH MANAGEMENT/FINET PRACTICE;7% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING; SEVENTY2 HOLDINGS, LLC - 75% OWNED BY SEVENTY2 CAPITAL LEGACY PARTNERS; INV RELATED; BETHESDA, MD; OPPORTUNITY FOR MERCHANT WEALTH PARTNERS TO HAVE OWNERSHIP IN SEVENTY2 CAPITAL WEALTH MANAGEMENT;75% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING; 7200 TAX PARTNERS - 100% OWNED BY SEVENTY2 HOLDINGS LLC; INV RELATED; BETHESDA, MD; TO CREATE A TAX PREP COMPANY THAT WILL ASSIST IN SERVICING CLIENTS/PROSPECTS. THIS WAS PREVIOUSLY APPROVED BUT WE ARE CHANGING OWNERSHIP STRUCTURE.;100% OWNERSHIP; START DATE: 02/06/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-18
• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Other Names

• Troy Michael Elser