Unclaimed Profile

Elizabeth Page Harty

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 3, Series 7, Series 66Clean record21 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 4234456Firm CRD# 112758

Profile Verification

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

Identity

Elizabeth Page Harty · ATLANTA, GA

Registration

CRD #4234456 · SIGNATUREFD, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATUREFD, LLC

SIGNATUREFD, LLC

Apr 2009 – Jul 2021

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jan 2005 – Jun 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · January 24, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Page Harty offer?

Elizabeth Page Harty specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Elizabeth Page Harty's credentials?

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

Where is Elizabeth Page Harty located?

Elizabeth Page Harty is based in ATLANTA, Georgia, last registered with SIGNATUREFD, LLC.

How does Elizabeth Page Harty charge for services?

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

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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