Elizabeth D. Glenshaw

CLEAN YIELD ASSET MANAGEMENT

NORWICH, VT 05055

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CRD#: 2661380

Professional summary

Elizabeth Doyle Glenshaw, who also goes by Elizabeth Glenshaw, Elizabeth Kent, is a registered financial advisor currently at CLEAN YIELD ASSET MANAGEMENT located in Norwich, Vermont.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Elizabeth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Glenshaw | Elizabeth Kent

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 sits on the Vermont Public Radio Board and is the chairperson of their investment committee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Doyle Glenshaw'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 31, 2010 - Present

CLEAN YIELD ASSET MANAGEMENT

Office #1: 16 Beaver Meadow Rd, Norwich, VT 05055

RIA

CRD#: 104826

NORWICH, VT

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".

CLEAN YIELD ASSET MANAGEMENT

CLEAN YIELD ASSET MANAGEMENT | CLEAN YIELD GROUP INC

CRD#: 104826 / SEC#: 801-28225

RIA

Registered Investment Advisory firm - (11/13/1986 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

California
(3/31/2010)

IAR

Massachusetts
(4/5/2010)

IAR

New Hampshire
(3/31/2010)

IAR

Texas
(3/31/2010)

IAR

Vermont
(7/20/2010)

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: 3/30/2010

Uniform Investment Adviser Law Examination

Current Firm

CLEAN YIELD ASSET MANAGEMENT

CLEAN YIELD ASSET MANAGEMENT | CLEAN YIELD GROUP INC

CRD#: 104826 / SEC#: 801-28225

RIA

Registered Investment Advisory firm - (11/13/1986 Approved)

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Contact information

Main Address

16 Beaver Meadow Rd., Norwich, VT 05055

Mailing Address

Po Box 874, Norwich, VT 05055

Phone number

(802) 526-2525

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

CLEAN YIELD ASSET MANAGEMENT ADV PART 2A FIRM BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 538,765,642

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.

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Elizabeth D. Glenshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Doyle Glenshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAN YIELD ASSET MANAGEMENT

Primary Firm SEC Registration

CLEAN YIELD ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2010

Current Firm

CLEAN YIELD ASSET MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAN YIELD ASSET MANAGEMENT

TRUST BUT VERIFY

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