Inactive

Elena Gorskaya

Walnut Creek, CA

CRD 6538655

Claim This Profile

Employer firm

Concentric CRD 321633

$13.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

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

Current Employers

Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-06-17

CA RA
APPROVED

Since 2022-06-17

Branch Locations

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Advisor Partners, Llc	Walnut Creek	CA	08/2018	06/2022
Echelon Asset Management	Oakland	CA	04/2016	08/2018
Concentric	Walnuct Creek	CA	06/2022	05/2024
Concentric	Walnut Creek	CA	05/2024	Present

08/2018 → 06/2022

Advisor Partners, Llc

Walnut Creek, CA
04/2016 → 08/2018

Echelon Asset Management

Oakland, CA
06/2022 → 05/2024

Concentric

Walnuct Creek, CA
05/2024 → Present

Concentric

Walnut Creek, CA

Previous Registrations

2022-04-11 → 2022-08-15

Advisor Partners, Llc

Walnut Creek, CA
2019-05-16 → 2020-12-31

Advisor Partners, Llc

Walnut Creek, CA

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

BURTON ENRIGHT WELCH

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES

KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA

BURTON ENRIGHT WELCH · WALNUT CREEK, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor