Elizabeth Mcquade is a registered investment advisor, based in San Diego, CA, with 7 years of industry experience.
Location
9825 Mira Mesa Blvd, San Diego, CA, 92131
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Ameriprise Financial Services, LLCBroker
October 2024 - November 2024 · 1 mo
Ameriprise Financial Services, LLC
September 2024 - November 2024 · 2 mos
Hcr Wealth Advisors
December 2023 - April 2024 · 4 mos
Ascensus Investment Advisors, LLC
July 2022 - May 2023 · 10 mos
Ascensus Broker Dealer Services, LLCBroker
July 2022 - May 2023 · 10 mos
Steel Peak Wealth Management, LLC
February 2021 - April 2021 · 2 mos
Eagle Strategies LLC
November 2020 - December 2020 · 1 mo
Nylife Securities LLCBroker
September 2020 - December 2020 · 3 mos
Alpha Cubed Investments, LLC
June 2019 - June 2019 · 0 mos
Wells Fargo Clearing Services, LLC
December 2016 - June 2019 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2016 - June 2019 · 2 yrs 6 mos
Morgan Stanley
September 2015 - September 2016 · 1 yr
Morgan StanleyBroker
September 2015 - September 2016 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - August 2015 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - August 2015 · 6 mos
Van Kampen Merritt INC.Broker
December 1989 - May 1991 · 1 yr 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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.