Elizabeth Glenshaw, financial advisor Norwich VT

Elizabeth Glenshaw

CRD 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.

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Company Name Location Dates Years
Calvert Foundation Bethesda, MD Aug 1999 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Elizabeth D. Glenshaw
Phone Number: 802-526-2525
Registered State(s):
  • CA
  • MA
  • NH
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    518
    MILLIONS
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $889,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, MA, MD, NH, NY, TX, VT

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