Unclaimed Profile

Elizabeth Tew Patterson

WAYPOINT ADVISORS, LLC·VIRGINIA BEACH, Virginia

Series 65Clean record24 years registeredWAYPOINT ADVISORS, LLC

2101 PARKS AVENUE, VIRGINIA BEACH, VA 23451CRD# 2541053Firm CRD# 115810

Profile Verification

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

Identity

Elizabeth Tew Patterson · VIRGINIA BEACH, VA

Registration

CRD #2541053 · WAYPOINT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAYPOINT ADVISORS, LLC

CARY STREET PARTNERS

Jul 2020 – Sep 2023

Virginia Beach, VA

WAYPOINT ADVISORS, LLC

Sep 2001 – Aug 2020

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT ADVISORS, LLC

CRD 115810 · SEC 801-61451

AUM

$215M

Regulatory assets under management

Employees

103 client accounts

Services offered by WAYPOINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Tew Patterson offer?

Elizabeth Tew Patterson specializes in Financial Planning, Investment Management, Wealth Management.

What are Elizabeth Tew Patterson's credentials?

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

Where is Elizabeth Tew Patterson located?

Elizabeth Tew Patterson is based in VIRGINIA BEACH, Virginia, last registered with WAYPOINT ADVISORS, LLC.

How does Elizabeth Tew Patterson charge for services?

Elizabeth Tew Patterson'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 WAYPOINT ADVISORS, LLC?

WAYPOINT ADVISORS, LLC has approximately 7 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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