Unclaimed Profile

Elizabeth A Ly

SENTRY ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 66Clean record18 years registeredSENTRY ADVISORS, LLC

100 PINE STREET, SAN FRANCISCO, CA 94111CRD# 4142484Firm CRD# 174042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth A Ly · SAN FRANCISCO, CA

Registration

CRD #4142484 · SENTRY ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SENTRY ADVISORS, LLC

Feb 2015 – present

DEUTSCHE BANK SECURITIES INC.

Mar 2008 – Feb 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 14, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENTRY ADVISORS, LLC

CRD 174042 · SEC 801-80730

AUM

$3.0B

Regulatory assets under management

Employees

577 client accounts

Services offered by SENTRY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SENTRY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth A Ly offer?

Elizabeth A Ly specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Elizabeth A Ly's credentials?

Elizabeth A Ly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth A Ly located?

Elizabeth A Ly is based in SAN FRANCISCO, California, working with SENTRY ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Elizabeth A Ly charge for services?

Elizabeth A Ly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENTRY ADVISORS, LLC?

SENTRY ADVISORS, LLC has approximately 4 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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