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EA

Elizabeth N. Anth

MEKETA CAPITAL
DENVER, CO 80206
Some features on this profile are disabled
CRD#: 2942037
EA

Professional summary


Elizabeth Nmn 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, Series 7, Series 14, Series 26 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elizabeth Nmn Anth | Elizabeth Villa Anth | Elizabeth Villa | Elizabeth Waugh

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.
1) Meketa Capital, LLC; Denver, CO; Investment Related; Investment Advisor CCO; Denver, CO; 01/2024; Chief Compliance Officer; Implement and administer compliance program and be supervising principal for the firm; 80 Hrs./Mo. 2) Primark Advisors, LLC; Denver, CO; Investment Related; Compliance; Chief Compliance Officer.; Administer and implement the compliance program for the firm; 01/2022; 80 hrs/mo; 80 hrs/trading/mo. .

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Elizabeth Nmn Anth'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

January 16, 2025 - Present

MEKETA CAPITAL, LLC

Office #1: 250 Fillmore Street Suite 425, Denver, CO 80206
RIA
CRD#: 328303
DENVER, CO
Current

January 29, 2024 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 250 Fillmore St., Suite 425, Denver, CO 80206
BD
CRD#: 148477
Denver, CO
Past

October 3, 2023 - January 17, 2024

PINE DISTRIBUTORS LLC

BD
CRD#: 323408
DENVER, CO
Past

March 7, 2023 - December 19, 2023

FCA CAPITAL MARKETS LLC

BD
CRD#: 322688
DENVER, CO
Past

March 25, 2022 - April 8, 2025

PRIMARK ADVISORS, LLC

RIA
CRD#: 309653
DENVER, CO
Past

March 22, 2022 - March 8, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Denver, CO
Past

January 4, 2022 - January 5, 2022

EASTERLY FUNDS LLC

RIA
CRD#: 281785
Highlands Ranch, CO
Past

March 7, 2018 - December 31, 2021

EASTERLY FUNDS LLC

RIA
CRD#: 281785
Highlands Ranch, CO
Past

May 3, 2017 - January 5, 2022

FDX CAPITAL LLC

BD
CRD#: 119302
Greenwood Village, CO
Past

April 18, 2017 - April 25, 2017

TLG ADVISORS, INC.

RIA
CRD#: 111052
LITTLETON, CO
Past

April 3, 2017 - April 24, 2017

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

June 13, 2011 - March 17, 2016

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

January 8, 2010 - May 23, 2011

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

March 3, 2006 - June 10, 2011

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

January 10, 2006 - December 31, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

July 21, 2005 - April 21, 2006

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI

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".
MC
MEKETA CAPITAL, LLC
MEKETA CAPITAL, LLC

CRD#: 328303 / SEC#: 801-128821

RIA
Registered Investment Advisory firm - (2/6/2024 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/29/2024)
RR
Alaska
(1/29/2024)
RR
Arizona
(1/29/2024)
RR
Arkansas
(1/29/2024)
RR
California
(1/29/2024)
RR
Colorado
(1/29/2024)
IAR
Colorado
(1/16/2025)
RR
Connecticut
(1/29/2024)
RR
Delaware
(1/29/2024)
RR
District of Columbia
(1/29/2024)
RR
Florida
(1/29/2024)
RR
Georgia
(1/29/2024)
RR
Hawaii
(1/29/2024)
RR
Idaho
(1/29/2024)
RR
Illinois
(1/29/2024)
RR
Indiana
(1/29/2024)
RR
Iowa
(1/29/2024)
RR
Kansas
(1/29/2024)
RR
Kentucky
(1/29/2024)
RR
Louisiana
(1/29/2024)
RR
Maine
(1/29/2024)
RR
Maryland
(1/29/2024)
RR
Massachusetts
(1/29/2024)
RR
Michigan
(1/29/2024)
RR
Minnesota
(1/29/2024)
RR
Mississippi
(1/29/2024)
RR
Missouri
(1/29/2024)
RR
Montana
(1/29/2024)
RR
Nebraska
(1/29/2024)
RR
Nevada
(1/29/2024)
RR
New Hampshire
(1/29/2024)
RR
New Jersey
(1/29/2024)
RR
New Mexico
(1/29/2024)
RR
New York
(1/29/2024)
RR
North Carolina
(1/29/2024)
RR
North Dakota
(1/29/2024)
RR
Ohio
(1/30/2024)
RR
Oklahoma
(1/29/2024)
RR
Oregon
(1/29/2024)
RR
Pennsylvania
(1/29/2024)
RR
Puerto Rico
(1/29/2024)
RR
Rhode Island
(1/29/2024)
RR
South Carolina
(1/29/2024)
RR
South Dakota
(1/29/2024)
RR
Tennessee
(1/29/2024)
RR
Texas
(1/29/2024)
RR
Utah
(1/29/2024)
RR
Vermont
(1/29/2024)
RR
Virginia
(1/29/2024)
RR
Washington
(1/29/2024)
RR
West Virginia
(1/29/2024)
RR
Wisconsin
(1/29/2024)
RR
Wyoming
(1/29/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/28/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


MC
MEKETA CAPITAL, LLC
MEKETA CAPITAL, LLC

CRD#: 328303 / SEC#: 801-128821

RIA
Registered Investment Advisory firm - (2/6/2024 Approved)
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Contact information


Main Address
250 Fillmore Street Suite 425, Denver, CO 80206
Mailing Address
Phone number
(720) 697-1010
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

MEKETA CAPITAL ADV ANNUAL BROCHURE (3/10/2025)

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 36,080,585

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.

Company Information


MEKETA CAPITAL, LLC

CRD#: 328303Denver, CO 80206

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