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Elijah Pell

Advisor at Savvy

Updated today

Location

Waterbury, VT

Credentials

Series 66

Industry experience

9 years

About

Elijah Pell is a financial advisor at Savvy with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved in LaRock and Sons Construction. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Client services

Based on Savvy

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Savvy

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on Savvy

Founder/Business Owner Executive

Demographic focus

Based on Savvy

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.

Percentage

$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance

Commissions

Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.

Other

Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.

Location

Waterbury, VT

Most active in

Vermont

Work history

Savvy

2025 - Present (1 year)

Edward Jones

2017 - 2025 (8 years)

Unemployed

2016 - 2016 (1 year)

LaRock and Sons Construction

2016 - Present (10 years)

NYPPEX Holdings, LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kingman P

CFA®

Montpelier, VT

The Alchemist Fund

Kingman Penniman is a CFA® charterholder and the sole advisor at The Alchemist Fund in Montpelier, VT, with seven years of industry experience. He has been with The Alchemist Fund since 2014. The Alchemist Fund is an independent registered investment adviser that manages discretionary separately managed accounts primarily for individuals and families. The firm employs a bottom-up, value-oriented investment approach focused on a concentrated portfolio of core positions held long term, with a flexible mandate that includes domestic and foreign equities, high-yield debt, and distressed opportunities.

Active portfolio management Concentrated stock management
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Alec L

Series 63, Series 65

Middlesex, VT

Long Advisors LLC

Alec Long is a financial advisor at Long Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MFS Investment Management and in roles at academic institutions including Boston University and Tufts University. Outside of finance, he was involved with Chill Vermont Gelato LLC for two years. Long Advisors LLC provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a diversified portfolio approach, and it offers public educational seminars as well as performance-based fee arrangements for qualified clients.

Active portfolio management Concentrated stock management
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Brinton M

Series 63, Series 65

Jericho, VT

Sterling Range Financial Management, LLC

Brinton Moore is the sole advisor at Sterling Range Financial Management, LLC, an independent firm based in Jericho, VT. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Moore has been with Sterling Range Financial Management since its founding in 2012. Sterling Range Financial Management provides discretionary portfolio management, strategic planning, and tax-aware investing for high net worth individuals as well as institutional clients, including non-profits and corporations. The firm emphasizes long-term, total-return focused investment strategies with global asset allocation and broad diversification, primarily using Exchange Traded Funds.

Tax-loss harvesting Wealth management Founder/Business Owner
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Steven M

Series 66

Montpelier, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.

Divorce financial planning Annuities
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Dominic S

Series 66

Montpelier, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, Vermont State Employees Credit Union, Edward Jones, and Heritage Family Credit Union. In addition to his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities. The firm employs a long-term, goal-based investment approach using professionally managed model portfolios and emphasizes client education and financial literacy.

Divorce financial planning Annuities
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Priscilla G

CFP®, Series 65, Series 66

Montpelier, VT

Blue Bear Financial, LLC

Priscilla Gilbert is a CFP® professional with 15 years of industry experience. She is the sole advisor at Blue Bear Financial, LLC, and previously worked at CenterPoint Financial, Inc. for 11 years. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporates both fundamental and technical analysis, and offers specialized services such as options strategies and retirement-plan advisory support.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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