Marcelle Gordon has been an investment adviser representative at Ele Advisory Services since January 2021, and is not listed among the firm’s executive officers or direct owners. Marcelle Gordon holds a Bachelor of Administration in Finance from the University of Michigan.
Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.
Marcelle Gordon is SVP of Finance of ELE Wealth Management, Inc. She manages the securities department and implements the strategic vision of the firm. She has more than 18 years of investment experience and has served in various leadership roles at the firm, including Chief Compliance Officer. Before financial services, she was a Network Administrator for American Express.
Marcelle Gordon’s longest registration was 8 years at Ele Advisory Services, Inc (2011–2019). Before joining Ele Advisory Services in 2021, Marcelle Gordon was registered through Fifth Third Securities, Inc. and W&S Brokerage Services, Inc.
- Ele Advisory Services, IncCurrent– present · 5 yearsSouthfield, MI · Adviser representative · Firm CRD 148228
- Fifth Third Securities, Inc.– · under a yearSouthfield, MI · Adviser representative · Firm CRD 628
- W&S Brokerage Services, Inc.– · under a yearTroy, MI · Adviser representative · Firm CRD 8099
- Geneos Wealth Management, Inc.– · under a yearSouthfield, MI · Adviser representative · Firm CRD 120894
- Securities America Advisors, Inc.– · under a yearSouthfield, MI · Adviser representative · Firm CRD 110518
- Investors Capital Advisory– · under a yearSouthfield, MI · Adviser representative · Firm CRD 30613
Investment adviser representative registrations
Marcelle Gordon is registered as an investment adviser representative in 3 states. The first approvals date from January 2021; the most recent is South Carolina, in July 2024.
- MichiganSince 22 January 2021
- North CarolinaSince 8 February 2022
- South CarolinaSince 19 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 January 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 January 2005 |
| Series 7 | General Securities Representative Examination | 2 July 2003 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4514544
- Firm
- Ele Advisory Services · CRD 148228
- Office
- 18700 W. 10 MILE ROAD, SUITE 100, Southfield, MI 48075
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- elewealth.com
Where does Marcelle Gordon work?
Marcelle Gordon is an investment adviser representative registered through Ele Advisory Services, Inc since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Marcelle Gordon a financial advisor?
Yes. Marcelle Gordon has a current investment-adviser registration in Michigan, North Carolina and South Carolina, through Ele Advisory Services since January 2021.
How many years of experience does Marcelle Gordon have?
Marcelle Gordon has 21 years in the financial industry, since June 2005, across 6 adviser firms.
What exams has Marcelle Gordon passed?
Marcelle Gordon has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 99TO. The earliest, the Series 7, was passed in July 2003. FINRA credited Marcelle Gordon with the SIE, which began in October 2018.
Where did Marcelle Gordon work before Ele Advisory Services?
Before Ele Advisory Services, Marcelle Gordon was registered through Fifth Third Securities, Inc., October 2020 to January 2021; W&S Brokerage Services, Inc., July 2020 to October 2020; Geneos Wealth Management, Inc., January 2011 to July 2011; Securities America Advisors, Inc., February 2010 to November 2010; Investors Capital Advisory, March 2008 to September 2008.
Where is Marcelle Gordon based?
Marcelle Gordon’s registered office is in Southfield, MI.
Is Marcelle Gordon registered with FINRA?
Yes. Marcelle Gordon has a current broker registration, under CRD 4514544.
Source: FINRA BrokerCheck
How can I verify Marcelle Gordon’s record?
Search CRD 4514544 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marcelle Gordon’s full registration record.
