Elizabeth H. Stahl
Professional summary
Elizabeth Haley Stahl, who also goes by Elizabeth Haley Bayliss, is a registered financial advisor currently at ALLEN INVESTMENT MANAGEMENT, LLC located in New York, New York.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Elizabeth has worked at 2 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 Haley Stahl's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2023 - Present
ALLEN INVESTMENT MANAGEMENT, LLC
Office #1: 711 Fifth Avenue 10th Floor, New York, NY, 10022October 17, 2008 - July 23, 2010
BARCLAYS CAPITAL INC.
Primary Firm SEC Registration
ALLEN INVESTMENT MANAGEMENT, LLC
CRD#: 124454 / SEC#: 801-61985
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2023)
Exams
Current Firm
ALLEN INVESTMENT MANAGEMENT, LLC
CRD#: 124454 / SEC#: 801-61985
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 822 |
| AUM (Assets Under Management) | $ 15,833,950,821 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2024 | ||
| 01/26/2024 | ||
| 01/03/2023 |
Red Flags
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