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Frank Hudson Elmer

Frank Elmer Investment Strategies LLC

Los Altos, CA

CRD 2213044

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Employer firm

Frank Elmer Investment Strategies LLC CRD 154841

$34.1M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Frank Elmer Investment Strategies Llc

309 Second Street Suite 3, Los Altos, CA 94022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

309 Second Street Suite 3, Los Altos, CA 94022 • 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
OrganizationCityStateFromTo
Frank Elmer Investment Strategies Llc Los Altos CA 08/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-08
S63 Uniform Securities Agent State Law Examination 1996-12-05
  • S66 Uniform Combined State Law Examination
    2001-05-08
  • S63 Uniform Securities Agent State Law Examination
    1996-12-05

View on SEC IAPD

Nearby Firms

EDWARD JONES
GATES PASS ADVISORS, LLC
TSINGYUAN VENTURES LLC

Nearby Investors

Cynthia Ann Wemyss
Keith Michael McGinnis
ERIK ALLEN SCHEI

Nearby Offices

EDWARD JONES · LOS ALTOS, CA
GATES PASS ADVISORS, LLC · LOS ALTOS, CA
TSINGYUAN VENTURES LLC · LOS ALTOS, CA

More in Los Altos, CA

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