Elijah Mott

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2021 → 08/2022
  Td Bank
  Hingham, MA
• 06/2020 → 09/2021
  Citizens Bank
  Sharon, MA
• 11/2017 → 06/2020
  The Jockey Club
  Raynham, MA
• 01/2016 → 11/2017
  Salvation Army
  Bridgewater, MA
• 08/2015 → 06/2020
  Bridgewater State University
  Bridgewater, MA
• 08/2022 → 03/2024
  Td Bank N.A.
  Hingham, MA
• 08/2022 → 03/2024
  Td Private Client Wealth Llc
  Hingham, MA
• 03/2024 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2024 → Present
  Rowlette And Associates, Llc Dba South Shore Retirement Services
  Hingham, MA

Previous Registrations

• 2022-09-13 → 2024-03-29
  Td Private Client Wealth Llc
  Hingham, MA
  Hartford, CT
  Foxborough, MA

Other Businesses

1.) Calvary Baptist Church; Not Investment related; 429 Monponsett St, Hanson, MA 02341; Religious Organization; Position: Worship Leader; Start date: 07/2016; Approx. 20 hours a month; Approx. 0 hours during trading; Duties include organizing and performing weekly music for congregation. 2.) South Shore Retirement Services; Yes, Investment Related; 25 Recreation Park Dr, Hingham MA 02043; Insurance Sales; Financial Adviser; Start Date 03/2024; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-03