EB
Elizabeth A. Boyd
GALLAGHER FIDUCIARY ADVISORS
Cleveland, OH 44113
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CRD#: 6238294
EB
Professional summary
Elizabeth Ann Boyd, who also goes by Elizabeth Ann Markiewicz, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Cleveland, Ohio and OSAIC WEALTH, INC. located in Cleveland, Ohio.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Elizabeth has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Ann Markiewicz
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.
1)Gallagher Benefit Services,Inc;investment related;2850 Golf Road,Rolling Meadows,IL 60008;retirement plan consulting services;retirement plan associate;10/18/2021;40 hrs/month;2 hrs during trading;retirement plan consulting 2)Gallagher Fiduciary Advisors,LLC;investment related;2850 Golf Road,Rolling Meadows,IL 60008;investment consulting;retirement plan associate;4/1/2022;140 hrs/month;6 hrs during trading;retirement plan consulting
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Boyd's 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®
NoneExperience
Current
July 12, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 323 W. Lakeside Ave., Suite 410, Cleveland, OH 44113RIA
CRD#: 146509
Cleveland, OH
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 323 West Lakeside Ave Ste 410, Cleveland, OH 44113RIA
BD
CRD#: 23131
Cleveland, OH
Past
March 31, 2022 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Cleveland, OH
Past
November 18, 2021 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
May 12, 2014 - October 20, 2021
NYLIFE SECURITIES LLC
BD
CRD#: 5167
CLEVELAND, OH
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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 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.RR
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
IAR
Ohio(7/12/2022)
RR
Ohio(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
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.
