AdvisorOS Directory
Claim Profile
EC

Elizabeth Merritt Campbell

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut
Unclaimed Profile
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 5399631Firm CRD# 105981
01

About

Elizabeth Merritt Campbell is a registered financial advisor based in DARIEN, Connecticut, affiliated with PORTFOLIO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PORTFOLIO ADVISORS LLC
PORTFOLIO ADVISORS LLC
AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at PORTFOLIO ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5399631
Firm CRD# 105981
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DARIEN?

Browse all registered financial advisors in DARIEN, Connecticut or claim this profile if it's yours.

Browse DARIEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Elizabeth Merritt Campbell offer?
Elizabeth Merritt Campbell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.
What are Elizabeth Merritt Campbell's credentials?
Elizabeth Merritt Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Merritt Campbell located?
Elizabeth Merritt Campbell is based in DARIEN, Connecticut, working with PORTFOLIO ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Elizabeth Merritt Campbell charge for services?
Elizabeth Merritt Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO ADVISORS LLC?
PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DARIEN
Douglas John Preveza — GREAT ISLAND INVESTMENT MANAGEMENT, LLCFarzine Cyrus Hachemian — CARAVELA ENERGY PARTNERS LPRobert Stock — OMICRON SYSTEMS LLCVadim Anatolyevich Kovshov — MONOLIT CAPITAL MANAGEMENT LPDaniel Christopher Iamiceli — PORTFOLIO ADVISORS LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile