Elizabeth Winstedt
Elizabeth Winstedt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Herndon, VA, with 27 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Herndon, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is the owner of Winstedt Business Services, providing tax, accounting, and planning services to individuals and small businesses, dedicating about 10-20% of her time. She also serves as co-financial secretary for Community of Faith United Methodist Church, spending minimal time per month.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations7 states
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