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Elizabeth Ann Flanders

WEATHERBIE CAPITAL, LLC·BOSTON, Massachusetts
SIE, Series 7TO, Series 24Clean recordWEATHERBIE CAPITAL, LLC
265 FRANKLIN STREET, BOSTON, MA 02110CRD# 6196657Firm CRD# 105991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ann Flanders · BOSTON, MA
Registration
CRD #6196657 · WEATHERBIE CAPITAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEATHERBIE CAPITAL, LLC
CRD 105991 · SEC 801-50672
AUM
$2.1B
Regulatory assets under management
Employees
8
247 client accounts
Services offered by WEATHERBIE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at WEATHERBIE CAPITAL, LLC →
Introduction

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Frequently Asked Questions

What services does Elizabeth Ann Flanders offer?
Elizabeth Ann Flanders specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Elizabeth Ann Flanders's credentials?
Elizabeth Ann Flanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann Flanders located?
Elizabeth Ann Flanders is based in BOSTON, Massachusetts, working with WEATHERBIE CAPITAL, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Elizabeth Ann Flanders charge for services?
Elizabeth Ann Flanders's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEATHERBIE CAPITAL, LLC?
WEATHERBIE CAPITAL, LLC has approximately 8 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEATHERBIE CAPITAL, LLC

Alan Crane Kirby
BOSTON, MA
Matthew Alexander Weatherbie
BOSTON, MA
Robert Louis Kincel
BOSTON, MA
Matthew Galletta
BOSTON, MA

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Research
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