Elizabeth R. Levy Bouldin
Professional summary
Elizabeth Robertson Levy Bouldin, who also goes by Elizabeth R. Levy, Elizabeth Levy, Elizabeth Levy Bouldin, is a registered financial advisor currently at CLEAN YIELD ASSET MANAGEMENT located in Lincoln, Massachusetts.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Elizabeth has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Robertson Levy Bouldin's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2025 - Present
CLEAN YIELD ASSET MANAGEMENT
September 4, 2008 - December 9, 2010
QUASAR DISTRIBUTORS, LLC
December 14, 2006 - June 2, 2008
FORESIDE FUND SERVICES, LLC
Primary Firm SEC Registration
CLEAN YIELD ASSET MANAGEMENT
CRD#: 104826 / SEC#: 801-28225
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2025)
(9/18/2025)
(9/18/2025)
(12/16/2025)
(9/18/2025)
(9/18/2025)
(9/18/2025)
Exams
Current Firm
CLEAN YIELD ASSET MANAGEMENT
CRD#: 104826 / SEC#: 801-28225
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 667 |
| AUM (Assets Under Management) | $ 571,222,836 |
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.
