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Elizabeth Shamir

Certior Financial Group, LLC
21 Years of Experience
East Norriton, PA
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Elizabeth Shamir is a CFA-designated registered investment advisor at Certior Financial Group, LLC, based in East Norriton, PA, with 21 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 478 clients with $450M in assets under management.

Certior Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
478 clients
Average Client Portfolio
$946K average
Assets Under Management
$452.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Maximum annual advisory fee is 1.2% and is negotiable. If a sub-adviser platform is utilized, a separate non-negotiable sub-adviser strategy fee is added. Asset-based fees for planning and consulting can also be arranged up to $50,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2006 DeKalb Pike, East Norriton, PA, 19401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Elizabeth is an independent insurance agent since 2005, dedicating minimal time to this activity. She also works full-time as a financial advisor at Kantor Financial Group, LLC dba Certior Financial Group, LLC.

Employment History
Current Registrations
Certior Financial Group, LLC
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Mutual Securities, INC.Broker
June 2017 - December 2022 · 5 yrs 6 mos
Voya Financial Advisors, INC.
February 2012 - June 2017 · 5 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2012 - June 2017 · 5 yrs 5 mos
MML Investors Services, LLC
November 2010 - January 2012 · 1 yr 2 mos
MML Investors Services, LLCBroker
December 2005 - January 2012 · 6 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
July 1997 - October 1997 · 3 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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