Elizabeth Ewing, financial advisor Fairport NY
89 score

Elizabeth Ewing

CRD Number: 5970688
Current Firm: Wall Street Financial Group, Inc.

Elizabeth Ewing (CRD# 5970688) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wall Street Financial Group Fairport, NY Aug 2011 - Current 5
Reservoir Media Management New York, NY Jun 2007 - Aug 2011 4
Suny Oneonta Oneonta, NY Aug 2007 - Dec 2010 3
Webster Parks And Recreation Webster, NY Jun 2009 - Aug 2009 < 1
Webster Parks And Recreation Webster, NY Jun 2008 - Aug 2008 < 1
Webster Parks And Recreation Webster, NY Jun 2007 - Aug 2007 < 1
Webster Schroeder High School Webster, NY Sep 2003 - Jun 2007 3
Webster Parks And Recreation Webster, NY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Elizabeth A. Ewing
Phone Number: 585-267-8000
Firm Website: https://www.wsfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    2,408
    ACCOUNTS
  • Average Account Value
    $186,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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