Elizabeth M. Nierzwicki
CORDA INVESTMENT MANAGEMENT | Financial Advisor
Broomfield, CO 80021
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CRD#: 7168523
Professional summary
Elizabeth Meredith Nierzwicki, who also goes by Elizabeth Nierzwicki, Liz Nierzwicki, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Broomfield, Colorado.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Elizabeth has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Nierzwicki | Liz Nierzwicki
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.
For-Profit Organization, Counter Brands, LLC, Not Investment Related, Santa Monica, California, start date of relationship: 11/21/2019, 4 hour(s) Monthly. 0 hours during trading/business hours For-Profit Organization, owner of FigureFIT LLC, not investment related, Osceola, Indiana 46561, since 2/10/2014, 2-3 hours Monthly not during trading/business hours offering online nutrition and fitness coaching. General Partner/Managing Member Microtel Leadville, located at 1201 N Poplar, Lot 1 Block 1, Leadville, Colorado, 80461, not investment related, since 01/01/2024, 2 hours monthly not during trading/business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Meredith Nierzwicki'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
September 9, 2024 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 390 Interlocken Crescent, Suite 348, Broomfield, CO 80021RIA
CRD#: 108046
Broomfield, CO
Past
January 21, 2020 - September 10, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DENVER, CO
Past
November 7, 2019 - September 10, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DENVER, CO
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".
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT
CRD#: 108046 / SEC#: 801-57097
RIA
Registered Investment Advisory firm - (12/20/1999 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.Highlighted states indicate IAR registrations
IAR
Colorado(9/9/2024)
IAR
Texas(9/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT
CRD#: 108046 / SEC#: 801-57097
RIA
Registered Investment Advisory firm - (12/20/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8955 Katy Freeway Suite 200, Houston, TX 77024-1626
Mailing Address
Phone number
(713) 439-0665
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
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Company Information
CORDA INVESTMENT MANAGEMENT, LLC
Financial AdvisorCRD#: 108046Broomfield, CO 80021TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
