Unclaimed Profile

Elizabeth Garnto

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut

Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 66Clean record21 years registeredBEIRNE WEALTH CONSULTING SERVICES, LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 3208367Firm CRD# 167103

Profile Verification

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

Identity

Elizabeth Garnto · SHELTON, CT

Registration

CRD #3208367 · BEIRNE WEALTH CONSULTING SERVICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

VANGUARD MARKETING CORPORATION

Aug 2022 – present

VANGUARD ADVISERS, INC.

Jun 2022 – present

BEIRNE WEALTH CONSULTING SERVICES, LLC

May 2014 – Jun 2022

Center Valley, PA

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Jul 2007 – Apr 2009

BETHLEHEM, PA

RYAN BECK & CO.

Mar 2005 – Jul 2007

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEIRNE WEALTH CONSULTING SERVICES, LLC

CRD 167103 · SEC 801-77726

AUM

$1.1B

Regulatory assets under management

Employees

1,136 client accounts

Services offered by BEIRNE WEALTH CONSULTING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Garnto offer?

Elizabeth Garnto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are Elizabeth Garnto's credentials?

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

Where is Elizabeth Garnto located?

Elizabeth Garnto is based in SHELTON, Connecticut, working with BEIRNE WEALTH CONSULTING SERVICES, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Elizabeth Garnto charge for services?

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

How large is BEIRNE WEALTH CONSULTING SERVICES, LLC?

BEIRNE WEALTH CONSULTING SERVICES, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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