Unclaimed Profile

Elizabeth Dolyniuk Lasco

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65Clean record23 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 2506654Firm CRD# 147729

Profile Verification

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

Identity

Elizabeth Dolyniuk Lasco · ATLANTA, GA

Registration

CRD #2506654 · BT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BT WEALTH MANAGEMENT, LLC

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Jan 2025 – Apr 2026

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MORGAN STANLEY

Apr 2022 – Feb 2025

Atlanta, GA

ANGEL OAK CAPITAL ADVISORS, LLC

Feb 2021 – Dec 2021

ATLANTA, GA

UBS FINANCIAL SERVICES INC.

Jul 2019 – Apr 2020

ATLANTA, GA

BT WEALTH MANAGEMENT, LLC

Dec 2018 – Jun 2019

ATLANTA, GA

BERMAN CAPITAL ADVISORS, LLC

Nov 2017 – Nov 2018

ATLANTA, GA

EDGE ADVISORS, LLC

Jul 2017 – Oct 2017

ATLANTA, GA

MORGAN STANLEY & CO., INCORPORATED

Jan 2003 – Oct 2006

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

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 BT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Dolyniuk Lasco offer?

Elizabeth Dolyniuk Lasco specializes in Financial Planning, Investment Management, Retirement Planning.

What are Elizabeth Dolyniuk Lasco's credentials?

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

Where is Elizabeth Dolyniuk Lasco located?

Elizabeth Dolyniuk Lasco is based in ATLANTA, Georgia, last registered with BT WEALTH MANAGEMENT, LLC.

How does Elizabeth Dolyniuk Lasco charge for services?

Elizabeth Dolyniuk Lasco'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 BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 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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