What departments does ELEMENT Financial Group have?

ELEMENT Financial Group has employees across 8 departments including Solutions Engineering, Legal, Operations, Customer Success, Information Technology.

What is the largest department at ELEMENT Financial Group?

The largest department at ELEMENT Financial Group is Operations with 3 employees.

Where are ELEMENT Financial Group employees located globally?

ELEMENT Financial Group has employees across 2 continents and 3 countries including United States Of America, Canada, New Zealand.

How has ELEMENT Financial Group's team size changed over time?

ELEMENT Financial Group's team has decreased from approximately 12 to 10 employees based on available data.

ELEMENT Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

ELEMENT Financial Group is a women-founded wealth advisory firm based in New York City, offering a full-service approach to financial planning, asset management, insurance, and estate planning. The firm emphasizes integrating clients’ financial needs with their values and beliefs, organizing information, researching options, and making tailored recommendations for busy individuals and organizations. Its services target clients across entertainment, media, film, fashion, sports, legal and accounting firms, and biotech and pharmaceutical sectors, including corporate and executive benefit programs and private placement life insurance. With more than two decades of experience, ELEMENT positions itself as a practitioner-focused advisory, supported by securities and advisory services through Commonwealth Financial Network and related insurance offerings. The company operates from its location on Broadway in New York, serving a diverse client base and maintaining a presence on social media.

ELEMENT Financial Group Global Highlights

North America
40

United States Of America
38
Canada
2

Oceania
1

New Zealand
1

ELEMENT Financial Group's Leadership

R. L.
Chief Legal Officer And Chief Compliance Officer
Mobile Phone
Email
S. G.
President & Chief Operating Officer (usa)
Mobile Phone
Email
A. L.
Managing Partner / Founder
Mobile Phone
Email
E. R.
Partner- Fps Fleet Partnership Solutions
Mobile Phone
Email
J. N.
Managing Partner / Founder
Mobile Phone
Email
N. J.
Managing Partner And Founder
Mobile Phone
Email
A. M. O.
Director Of Client Services
Mobile Phone
Email
A. R.
Director Of Paraplanning
Mobile Phone
Email

ELEMENT Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Business Development
Community & Social Services
Sales
Other

Contact profiles from ELEMENT Financial Group

Name

Title

Contact Info

Location

Last Update

P. S.
Director
Mobile Phone
Email
Oct 17, 2024
R. P.
General Manager
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
J. B.
Senior Account Manager
Mobile Phone
Email
New ZealandAuckland
Apr 13, 2026
C. F.
Information Technology Client Leader
Mobile Phone
Email
Oct 21, 2024
J. S.
Manager, Strategic Alliances
Mobile Phone
Email
United StatesMaryland
Oct 22, 2024
A. M.
Senior Financial Planner
Mobile Phone
Email
Oct 21, 2024
L. R.
Senior Financial Planning Specialist
Mobile Phone
Email
United StatesFlorida
May 05, 2025
L. S. F.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 02, 2026
R. R. C.
Remarketing Specalist
Mobile Phone
Email
CanadaOntario
Oct 21, 2025
M. R.
Tfa Liaison
Mobile Phone
Email
United StatesMaryland
Oct 21, 2025

Frequently Asked Questions

What is ELEMENT Financial Group known for?

ELEMENT Financial Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 895 Broadway 4th Floor New York, New York 10003 United States; you can contact the main corporate office by phone at

+1-212-878-****

. Explore ELEMENT Financial Group's company overview page for more information.

What is ELEMENT Financial Group's most common email format?

ELEMENT Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ELEMENT Financial Group email formats with LeadIQ.

How many employees does ELEMENT Financial Group have currently?

ELEMENT Financial Group has approximately 13 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are ELEMENT Financial Group's key employees and leadership?

As of June 2026, ELEMENT Financial Group's key employees include:

Chief Legal Officer And Chief Compliance Officer: R. L.
President & Chief Operating Officer (usa): S. G.
Managing Partner / Founder: A. L.
Partner- Fps Fleet Partnership Solutions: E. R.
Managing Partner / Founder: J. N.

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ELEMENT Financial Group Employee Directory

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