Elizabeth Winstedt
Elizabeth Winstedt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Herndon, VA, with 28 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B 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
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
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