Elizabeth A. Skettino

CULLINAN ASSOCIATES

Louisville, KY 40207

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CRD#: 4702344

Professional summary

Elizabeth Ann Skettino is a registered financial advisor currently at CULLINAN ASSOCIATES, INC. located in Louisville, Kentucky.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Elizabeth has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Skettino'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

October 16, 2024 - Present

CULLINAN ASSOCIATES, INC.

Office #1: 295 N. Hubbards Lane Suite 203, Louisville, KY 40207

RIA

CRD#: 108340

Louisville, KY

Past

January 10, 2022 - July 26, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Atlanta, GA

Past

January 6, 2022 - July 26, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Atlanta, GA

Past

March 27, 2017 - October 13, 2021

WELLS FARGO INVESTMENT INSTITUTE, INC.

RIA

CRD#: 133204

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".

CULLINAN ASSOCIATES, INC.

CULLINAN ASSOCIATES INC | CULLINAN ASSOCIATES, INC.

CRD#: 108340 / SEC#: 801-35801

RIA

Registered Investment Advisory firm - (1/11/1990 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

Georgia
(12/4/2024)

IAR

Kentucky
(10/16/2024)

IAR

Texas
(10/16/2024)

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 66

Date: 1/31/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/4/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/29/2014

National Commodity Futures Examination

Current Firm

CULLINAN ASSOCIATES, INC.

CULLINAN ASSOCIATES INC | CULLINAN ASSOCIATES, INC.

CRD#: 108340 / SEC#: 801-35801

RIA

Registered Investment Advisory firm - (1/11/1990 Approved)

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Contact information

Main Address

295 N. Hubbards Lane Suite 203, Louisville, KY 40207

Mailing Address

Phone number

(502) 893-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CULLINAN ASSOCIATES FORM ADV PART 2A & 2BS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	747
AUM (Assets Under Management)	$ 1,585,984,703

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/31/2025	Cover Page	Report
09/27/2024	Cover Page	Report
03/17/2023	Cover Page	Report

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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Advisor Monitoring

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Elizabeth A. Skettino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Skettino's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO INVESTMENT INSTITUTE, INC.

Primary Firm SEC Registration

CULLINAN ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2022

Series 7TO

Date: 1/10/2022

SIE

Date: 11/4/2021

Series 3

Date: 12/29/2014

Current Firm

CULLINAN ASSOCIATES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CULLINAN ASSOCIATES, INC.

TRUST BUT VERIFY

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