Elizabeth A. Urish

STEEL TOWER INVESTMENTS

PITTSBURGH, PA 15222

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CRD#: 5542282

Professional summary

Elizabeth Ann Urish, who also goes by Elizabeth Urish, Elizabeth Urish Walton, is a registered financial advisor currently at STEEL TOWER INVESTMENTS located in Pittsburgh, Pennsylvania.

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 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Urish | Elizabeth Urish Walton

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 Urish'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

August 26, 2013 - Present

STEEL TOWER INVESTMENTS

Office #1: 444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222

RIA

CRD#: 166742

PITTSBURGH, PA

Past

September 16, 2008 - June 14, 2013

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

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".

STEEL TOWER INVESTMENTS

STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 166742 / SEC#: 801-130392

RIA

Registered Investment Advisory firm - (6/18/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/27/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(8/26/2013)

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 65

Date: 7/27/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/2008

General Securities Representative Examination

Current Firm

STEEL TOWER INVESTMENTS

STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 166742 / SEC#: 801-130392

RIA

Registered Investment Advisory firm - (6/18/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/27/2024 Terminated)

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Contact information

Main Address

444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 586-2060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UP STRATEGIC WEALTH INVESTMENT ADVISORS 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 300,696,399

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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Elizabeth A. Urish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STEEL TOWER INVESTMENTS

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

STEEL TOWER INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2013

Series 63

Date: 9/19/2008

Series 7

Date: 9/15/2008

Current Firm

STEEL TOWER INVESTMENTS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEEL TOWER INVESTMENTS

TRUST BUT VERIFY

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