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Elizabeth Baird Walton

1919 Investment Counsel, LLC

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About Elizabeth Baird Walton

Elizabeth Walton is an investment advisor representative associated with 1919 Investment Counsel, LLC. Elizabeth has been in the industry since 1980 and is registered with the state of Texas. Previously, Elizabeth worked with Deutsche Bank Securities Inc. and Scudder Investor Services, Inc. Elizabeth has passed the Series 1, Series 63 and Series 65 exams.

Firm Information

Elizabeth Walton is currently registered with 1919 Investment Counsel, LLC. 1919 Investment Counsel, LLC is an investment advisor registered with the SEC. Based in Baltimore, MD, the firm provides financial planning, pension consulting, and investment management services to individuals, families, corporations, institutions, and charitable organizations. They also offer certain family office services. 1919 Investment Counsel manages over $21 billion in assets.
1919 Investment Counsel, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$21.26B

Assets Under Management

6

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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nondiscretionary investment advice and certain family office services

Nondiscretionary investment advice and certain family office services

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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other

Asset-based fees for nondiscretionary model advice

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Elizabeth Walton’s Registration & Firm History

NY

01/04/2005 - Present

1919 Investment Counsel, LLC (NEW YORK NY)

NY

10/21/2003 - 01/13/2005

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

02/04/1980 - 10/21/2003

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/30/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Baird Walton.
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