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Elizabeth Sarah Hinchliffe Lewis

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont
Series 7, Series 63CFAClean record14 years registeredMAPLE CAPITAL MANAGEMENT, INC.
535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 4717463Firm CRD# 130209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Sarah Hinchliffe Lewis · MONTPELIER, VT
Registration
CRD #4717463 · MAPLE CAPITAL MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

MAPLE CAPITAL MANAGEMENT, INC.
Feb 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 14, 2012
Years registered · 14
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAPLE CAPITAL MANAGEMENT, INC.
CRD 130209 · SEC 801-62783
AUM
$1.7B
Regulatory assets under management
Employees
23
2,649 client accounts
Services offered by MAPLE CAPITAL MANAGEMENT, INC.
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 MAPLE CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Elizabeth Sarah Hinchliffe Lewis offer?
Elizabeth Sarah Hinchliffe Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.
What are Elizabeth Sarah Hinchliffe Lewis's credentials?
Elizabeth Sarah Hinchliffe Lewis holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Elizabeth Sarah Hinchliffe Lewis located?
Elizabeth Sarah Hinchliffe Lewis is based in MONTPELIER, Vermont, working with MAPLE CAPITAL MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does Elizabeth Sarah Hinchliffe Lewis charge for services?
Elizabeth Sarah Hinchliffe Lewis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAPLE CAPITAL MANAGEMENT, INC.?
MAPLE CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAPLE CAPITAL MANAGEMENT, INC.

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Steven Lawrence Killoran
MONTPELIER, VT
John Thomas Boland
MONTPELIER, VT
Timothy Charles Escott
MONTPELIER, VT
Ramsey A Luhr
MONTPELIER, VT
Thomas Wayne Rawlings
MONTPELIER, VT

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CFP

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