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EL

Elizabeth Landreth

ACORNS SECURITIES
IRVINE, CA 92617
CRD#: 6962237
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EL
Elizabeth LandrethACORNS SECURITIES

Professional summary

Elizabeth Landreth, who also goes by Elizabeth Melanie Bauer, Elizabeth Melanie Landreth, is a registered financial professional currently at ACORNS SECURITIES, LLC located in Irvine, California.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2018. Elizabeth has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Melanie Bauer | Elizabeth Melanie Landreth

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) - BD

Click below to view Elizabeth Landreth'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 27, 2026 - Present

ACORNS SECURITIES, LLC

Office #1: 5300 California Avenue, Irvine, CA 92617
BD
CRD#: 168172
IRVINE, CA
Past

May 2, 2022 - May 21, 2026

CROWDSTREET CAPITAL LLC

BD
CRD#: 312762
NEW YORK, NY
Past

October 8, 2020 - March 29, 2022

TC2000 BROKERAGE, INC.

BD
CRD#: 155523
WILMINGTON, NC
Past

July 13, 2018 - September 8, 2020

TC2000 BROKERAGE, INC.

BD
CRD#: 155523
WILMINGTON, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

RR
California
(5/27/2026)
RR
Florida
(5/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/26/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ACORNS SECURITIES, LLC
ACORNS SECURITIES, LLC

CRD#: 168172 / SEC#: , 8-69294

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
5300 California Avenue, Irvine, CA 92617
Mailing Address
5300 California Avenue, Irvine, CA 92617
Phone number
(855) 739-2859
Established
Delaware since 04/09/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ACORNS GROW INCORPORATEDMANAGING MEMBER
CHISOLM, DENISECHIEF COMPLIANCE OFFICER2743307
HARPER, DEREKCONTROLLER, FINOP6402693
SULLIVAN, BEAUCHIEF EXECUTIVE OFFICER5151289

Disclosures

Regulatory Event2

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.

Company Information

ACORNS SECURITIES, LLC

CRD#: 168172Irvine, CA 92617

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