Elizabeth R. Newman

DECKER WEALTH MANAGEMENT

Nashville, TN 37205

Some features on this profile are disabled

CRD#: 2548826

Professional summary

Elizabeth Rutland Newman, who also goes by Elizabeth Rutland Byrd, Elizabeth Stone Rutland, is a registered financial advisor currently at DECKER WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Elizabeth has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Rutland Byrd | Elizabeth Stone Rutland

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.

CAROJACK INC.; NOT INVESTMENT RELATED; 4327 BEEKMAN DR. NASHVILLE, TN 37215; FEDEX CONTRACTOR; SECRETARY; START DATE: 4/1/2019; 1 HOUR PER MONTH; O HOURS DURING TRADING HOURS; SECRETARY OF CORPORATION; NO DAY TO DAY DUTIES; EXECUTE DOCUMENTS AS NEEDED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Rutland Newman's CRS (Customer Relationship Summary).

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

March 10, 2021 - Present

DECKER WEALTH MANAGEMENT, LLC

Office #1: 4535 Harding Pike Suite 201, Nashville, TN 37205

RIA

CRD#: 150094

Nashville, TN

Past

January 23, 2004 - January 3, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

NASHVILLE, TN

Past

April 4, 2001 - January 3, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

October 25, 1994 - May 28, 1997

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA

Registered Investment Advisory firm - (4/15/2009 Approved)

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

Tennessee
(3/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/9/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/1994

General Securities Representative Examination

Current Firm

DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA

Registered Investment Advisory firm - (4/15/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4535 Harding Pike Suite 201, Nashville, TN 37205

Mailing Address

Phone number

(615) 212-2958

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 411,589,231

Red Flags

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

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth R. Newman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Rutland Newman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

DECKER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2021

Series 66

Date: 12/9/2002

Series 63

Date: 12/16/1994

Series 7

Date: 10/24/1994

Current Firm

DECKER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECKER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors