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Elizabeth M. Piper/bach

ASAE INVESTMENTS
Washington, DC 20005
Some features on this profile are disabled
CRD#: 1026618
EP

Professional summary


Elizabeth Marie Piper/bach, who also goes by Elizabeth M Bach, Elizabeth Marie Bach, Elizabeth Bach, Elizabeth Marie Piperbach, Elizabeth Bach Swiderski, Elizabeth Swiderski, is a registered financial advisor currently at ASAE INVESTMENTS located in Washington, District Of Columbia.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Elizabeth has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elizabeth M Bach | Elizabeth Marie Bach | Elizabeth Bach | Elizabeth Marie Piperbach | Elizabeth Bach Swiderski | Elizabeth Swiderski

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Elizabeth Piper/Bach is currently engaged in the following other business activities: serves as President of ASAE Insurance Company and ASAE Business Services, Inc., LLC (non-investment related); serves on the Board of Directors of AdvisorShares, an investment management firm designed to offer actively managed ETFs (investment related) and is President of P/B Wealth Consulting, LLC a financial education and consulting firm (investment related) ASAE does not believe these other activities create a conflict of interest.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Elizabeth Marie Piper/bach's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 12, 2018 - Present

ASAE INVESTMENTS

Office #1: 1575 I Street, Nw 11th Floor, Washington, DC 20005
RIA
CRD#: 292169
Washington, DC
Past

February 26, 2008 - July 14, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MCLEAN, VA
Past

October 8, 2002 - February 21, 2008

FBR INVESTMENT SERVICES, INC.

BD
CRD#: 43442
ARLINGTON, VA
Past

May 2, 2001 - January 28, 2002

PEGASUS CAPITAL CORPORATION

BD
CRD#: 13658
ARLINGTON, VA
Past

April 17, 2001 - August 22, 2002

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

May 4, 2000 - March 30, 2001

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

July 24, 1995 - April 14, 2000

STANTON INVESTMENT SERVICES, INC.

BD
CRD#: 29462
PLYMOUTH, MN
Past

February 24, 1993 - July 5, 1995

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

January 25, 1982 - August 28, 1992

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
District of Columbia
(4/12/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/15/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/29/1983
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AI
ASAE INVESTMENTS
ASAE INVESTMENT CENTER | ASAE INVESTMENTS, LLC | ASAE INVESTMENTS

CRD#: 292169 / SEC#:

District of Columbia
Registered Investment Advisory firm - (4/12/2018 Approved)
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Contact information


Main Address
1575 I Street, Nw 11th Floor, Washington, DC 20005
Mailing Address
Phone number
(202) 626-2702
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Red Flags


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Company Information


ASAE INVESTMENTS

CRD#: 292169Washington, DC 20005

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