Elizabeth Derway, financial advisor Simsbury CT
73 score

Elizabeth Derway

CRD Number: 1873991
Current Firm: Coburn & Meredith, Inc.

Elizabeth Derway (CRD# 1873991) is an Investment Advisor Representative working at Coburn & Meredith, Inc. in Simsbury, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Coburn & Meredith, Inc. Hartford, CT Mar 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Nov 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Elizabeth C. Derway
Phone Number: 860.522.7171
Registered State(s):
  • CA
  • NH
  • CT
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    1,563
    ACCOUNTS
  • Average Account Value
    $182,959
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WV

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BADGES
73

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