Advisors at this firm
Terry T
Series 63, Series 66
Kirkland, WA
Elite Wealth Management, Inc.
Terry Thomason is a financial advisor with Elite Wealth Management, Inc. in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Elite Wealth Management in 2025, he worked at Clarity Capital Partners LLC, American Trust Investment Services Inc, Fidelity Investment, and Unionbanc Investment Services. Outside of finance, Thomason is president of Edmonds Devoted Family Care, a senior care business, and serves as head coach for the Edmonds Warriors Junior Football team. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of strategies including fundamental, technical, cyclical, and charting analysis, with the use of derivatives and leverage when appropriate, and maintains an operational affiliation with Lattice Capital Management.
Ali M
Series 65
Kirkland, WA
Elite Wealth Management, Inc.
Ali Memaran Dadgar is a Series 65-licensed financial advisor at Elite Wealth Management, Inc. with two years of industry experience. He is also the principal owner of Elite Accounting & Financial Services, a full-service accounting firm he has operated since 2009. Elite Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, as well as other financial firms through model portfolios and white-label arrangements. The firm employs a variety of investment strategies, including dynamic option overlays and tactical long/short approaches, and maintains an operational affiliation with Lattice Capital Management, which manages affiliated private funds.