AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EW

Elizabeth Kirk Weymouth

GRAFINE CAPITAL PARTNERS
NEW YORK, NY
·CRD# 2539919·32 years experience

Professional Summary

Elizabeth Kirk Weymouth, who also goes by Elizabeth Katherine Kirk, Elizabeth Katherine Weymouth, is a registered financial advisor currently at GRAFINE CAPITAL PARTNERS LLC located in New York, New York. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1994. Elizabeth has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 22, Series 7, Series 24, Series 10 and Series 9 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Elizabeth Katherine Kirk, Elizabeth Katherine Weymouth

Blog Corner

More Resources

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

Current

GRAFINE CAPITAL PARTNERS LLCCurrent·CRD# 302046
BD
1. 654 Madison Avenue Suite 1201, New York, NY 100652. 654 Madison Avenue Suite 1201, New York, NY 10065
May 1, 2020 - Present

Past

REDBIRD BD LLCPast·CRD# 297239
BD
New York, NY
May 22, 2019 - May 14, 2020
BROOKLANDS CAPITAL STRATEGIES BD, LPPast·CRD# 281951
BD
New York, NY
April 9, 2018 - May 23, 2019
RIVERSTONE CAPITAL SERVICES LLCPast·CRD# 172056
BD
New York, NY
August 18, 2015 - January 31, 2017
J.P. MORGAN SECURITIES INC.Past·CRD# 18718
BD
New York, NY
May 1, 2001 - July 24, 2007
JPMSIPast·CRD# 15733
BD
New York, NY
December 6, 1994 - May 1, 2001

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

GC
GRAFINE CAPITAL PARTNERS LLC

GRAFINE CAPITAL ADVISORS LLC | GRAFINE CAPITAL PARTNERS LLC

CRD#: 302046 / SEC#: 8-70410
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

654 Madison Avenue Suite 1201, New York, NY 10065

Mailing Address

654 Madison Avenue Suite 1201, New York, NY 10065

Phone Number

(212) 235-2045

Established

Delaware since 01/31/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (30 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRAFINE ADVISORS LLCSOLE MEMBER—
ATTANASIO, ELIZABETH MARIEFINOP, PFO5325007
LEB, NICOLE LYNNCHIEF COMPLIANCE OFFICER5958519
WEYMOUTH, ELIZABETH KIRKCEO2539919

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(8/31/2020)
RR
Arizona
(4/8/2021)
RR
California
(6/5/2020)
RR
Connecticut
(11/24/2020)
RR
Delaware
(6/5/2020)
RR
Florida
(6/9/2021)
RR
Georgia
(4/16/2021)
RR
Hawaii
(4/14/2021)
RR
Illinois
(4/9/2021)
RR
Indiana
(9/21/2020)
RR
Kansas
(4/14/2021)
RR
Louisiana
(6/5/2020)
RR
Maryland
(8/3/2020)
RR
Massachusetts
(1/26/2021)
RR
Michigan
(4/14/2021)
RR
Missouri
(4/29/2021)
RR
New Hampshire
(1/21/2021)
RR
New Jersey
(10/6/2020)
RR
New Mexico
(12/2/2020)
RR
New York
(5/13/2020)
RR
North Carolina
(6/5/2020)
RR
Ohio
(9/1/2020)
RR
Oregon
(9/15/2020)
RR
Pennsylvania
(6/10/2020)
RR
Rhode Island
(6/5/2020)
RR
Tennessee
(10/9/2020)
RR
Texas
(7/2/2020)
RR
Virginia
(11/23/2020)
RR
Washington
(6/15/2020)
RR
Wisconsin
(11/25/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2018About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Apr 2025About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 22 — Direct Participation Programs Representative Examination

Passed Aug 2015About the Series 22 exam

Series 7 — General Securities Representative Examination

Passed Dec 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2019About the Series 24 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Apr 2004About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Apr 2004About the Series 9 exam
FINRA
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Elizabeth Kirk Weymouth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#