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Elizabeth Anne Larson

Ingalls & Snyder, LLC

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About Elizabeth Anne Larson

Elizabeth Larson is a registered investment advisor representative associated with Ingalls & Snyder, LLC. Elizabeth is a seasoned professional in the financial services industry. Elizabeth began her career in 1989 at Robert E. Belknap & Co. Elizabeth's expertise in financial planning, portfolio management and other advisory services spans decades.

Firm Information

Elizabeth Larson is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elizabeth Larson’s Registration & Firm History

NY

07/08/2021 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

NY

04/09/1991 - 03/24/1993

SELIGMAN SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/17/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Elizabeth Anne Larson.
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