Advisor at Elle Investment Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elle Investment Group LLC
Location
Greensburg, PA 15601
Credentials
Series 63, Series 66
Industry experience
14 years
Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.
$0 - $1,000,000: No greater than 1.5% annually Above $1,000,000+: Negotiable
41 W Otterman St 310
Greensburg, PA 15601
Pennsylvania
3Natives Greensburg LLC
2025 - Present (1 year)
Elle Investment Group LLC
2020 - Present (6 years)
RSVP Group LLC
2020 - Present (6 years)
City Cribs 2 LLC
2019 - Present (7 years)
City Cribs LLC
2019 - Present (7 years)
Value Investments Partners
2019 - 2025 (6 years)
City Cribs A, LLC
2019 - 2024 (5 years)
Purshe kaplan Sterling Investments
2017 - 2025 (8 years)
Financially Leading Women
2017 - Present (9 years)
Kattan Ferretti Financial
2017 - 2021 (4 years)
PNC investments
2005 - 2017 (12 years)
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