Elizabeth Anth
Professional Summary
Elizabeth Anth, who also goes by Elizabeth Nmn Anth, Elizabeth VIlla Anth, Elizabeth Villa, Elizabeth Waugh, is a registered financial advisor currently at MEKETA CAPITAL, LLC located in Denver, Colorado and FORESIDE FINANCIAL SERVICES, LLC located in Denver, Colorado. Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Elizabeth has worked at 14 firms and has passed the Series 66, Series 6TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elizabeth Nmn Anth, Elizabeth Villa Anth, Elizabeth Villa, Elizabeth Waugh
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Videos & Posts
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Contact Information
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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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
MEKETA CAPITAL, LLC
Contact Information
Main Address
250 Fillmore Street Suite 425, Denver, CO 80206Phone Number
(720) 697-1010# of Employees
32SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$106,582,146Similar Advisors
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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.
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Primary Firm SEC Registration
MEKETA CAPITAL, LLC
State Registrations and Notice Filings
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2023About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Anth's CRS (Customer Relationship Summary).
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