Elizangela De Liz Hartwell

CREAND MANAGEMENT

Miami, FL 33131

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CRD#: 6011481

Professional summary

Elizangela De Liz Hartwell, who also goes by Elizangela De Liz, Elizangela De Liz VIola, is a registered financial advisor currently at CREAND MANAGEMENT located in Miami, Florida and CREAND SECURITIES located in Miami, Florida.

Elizangela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Elizangela has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizangela De Liz | Elizangela De Liz Viola

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.

Liz Capital LLC, founder and only partner of LLC, since December 2024 (Home office at 112 ne 110th street, Miami Shores, Florida, 33161), which is in process of being closed. Girls Scout of South Florida leader - no compensation/nonpaid volunteer. Beta Capital Managment LLC, senior compliance analyst (Percentage of time dedicated: 10%).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizangela De Liz Hartwell'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

May 21, 2025 - Present

CREAND MANAGEMENT

Office #1: 777 Brickell Avenue Suite 1201, Miami, FL 33131

RIA

CRD#: 154894

Miami, FL

Current

May 20, 2025 - Present

CREAND SECURITIES

Office #1: 777 Brickell Avenue Suite 1201, Miami, FL 33131

CRD#: 38964

Miami, FL

Past

September 11, 2023 - December 12, 2024

SAFRA SECURITIES LLC

CRD#: 47873

AVENTURA, FL

Past

February 17, 2023 - August 11, 2023

GALAPAGOS ADVISORY LLC

RIA

CRD#: 322042

MIAMI, FL

Past

May 9, 2014 - September 30, 2022

BANCO DO BRASIL SECURITIES LLC

CRD#: 132701

MIAMI, FL

Past

April 23, 2013 - April 29, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

MIAMI, FL

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".

CREAND MANAGEMENT

BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT

CRD#: 154894 / SEC#: 801-106772

RIA

Registered Investment Advisory firm - (10/13/2015 Approved)

Florida

Registered Investment Advisory firm - (10/23/2015 Terminated)

Texas

Registered Investment Advisory firm - (10/23/2015 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.

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

Florida
(5/20/2025)

IAR

Florida
(5/27/2025)

IAR

Puerto Rico
(6/6/2025)

Texas
(5/20/2025)

IAR

Texas
(5/21/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/22/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/26/2024

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

CREAND MANAGEMENT

BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT

CRD#: 154894 / SEC#: 801-106772

RIA

Registered Investment Advisory firm - (10/13/2015 Approved)

Florida

Registered Investment Advisory firm - (10/23/2015 Terminated)

Texas

Registered Investment Advisory firm - (10/23/2015 Terminated)

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Contact information

Main Address

777 Brickell Avenue Suite 1201, Miami, FL 33131

Mailing Address

Phone number

(305) 358-8844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREAND ADV BROCHURE - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 533,350,459

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
04/17/2025	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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Elizangela De Liz Hartwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizangela De Liz Hartwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREAND SECURITIES

SAFRA SECURITIES LLC

GALAPAGOS ADVISORY LLC

BANCO DO BRASIL SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CREAND MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2023

Series 63

Date: 9/16/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/22/2013

Series 24

Date: 4/26/2024

FINRA

Nasdaq Stock Market

Current Firm

CREAND MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREAND MANAGEMENT

TRUST BUT VERIFY

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