Unclaimed Profile

Elizabeth Coburn Derway

COBURN & MEREDITH, INC.·SIMSBURY, Connecticut

SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 63, Series 65, Series 99TO23 years registeredCOBURN & MEREDITH, INC.

1 OLD MILL LANE, SIMSBURY, CT 06070CRD# 1873991Firm CRD# 164

Profile Verification

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

Identity

Elizabeth Coburn Derway · SIMSBURY, CT

Registration

CRD #1873991 · COBURN & MEREDITH, INC. · 23 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

May 2022 – present

LPL FINANCIAL LLC

Apr 2022 – present

COBURN & MEREDITH, INC.

Apr 2003 – Nov 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · April 15, 2003

Years registered · 23

Disclosure History

2010Regulatory·Final

2005Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COBURN & MEREDITH, INC.

CRD 164 · SEC 801-69509

AUM

$405M

Regulatory assets under management

Employees

1,231 client accounts

Services offered by COBURN & MEREDITH, INC.

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 COBURN & MEREDITH, INC. →

Introduction

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Frequently Asked Questions

What services does Elizabeth Coburn Derway offer?

Elizabeth Coburn Derway specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.

What are Elizabeth Coburn Derway's credentials?

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

Where is Elizabeth Coburn Derway located?

Elizabeth Coburn Derway is based in SIMSBURY, Connecticut, working with COBURN & MEREDITH, INC.. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.

How does Elizabeth Coburn Derway charge for services?

Elizabeth Coburn Derway's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBURN & MEREDITH, INC.?

COBURN & MEREDITH, INC. has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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