Elizabeth GlenshawCRD Number: 2661380
Current Firm: Clean Yield Asset Management
Elizabeth Glenshaw (CRD# 2661380) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 12 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Granite Value Capital, LLC
Summit Wealth Group LLC
|Calvert Foundation||Bethesda, MD||Aug 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management518MILLIONS
Total Number of Accounts582ACCOUNTS
Average Account Value$889,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, MA, MD, NH, NY, TX, VT
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