Elizabeth St Amand, financial advisor Palm Beach Gardens FL
81 score

Elizabeth St Amand

CRD Number: 4502882
Current Firm: Cetera Advisors LLC

Elizabeth St Amand (CRD# 4502882) is an Investment Advisor Representative working at Cetera Advisors LLC in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Give A Smile To A Child Foundation Palm Beach Gardens, FL Jan 2008 - Current 10
St.amand Investment Designs, Inc. Palm Beach, FL Jul 2003 - Current 14
Investors Capital Corporation Lynnfield, MA Feb 2002 - Oct 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Mar 2004
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:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Elizabeth M. St Amand
Phone Number: 800-929-3485
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
81

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