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Elizabeth Broadway

Prosperity - AN Eisneramper Co.

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About Elizabeth Broadway

Elizabeth Broadway is a financial advisor with over 10 years of experience in the financial services industry. Elizabeth is currently registered with Prosperity - An EisnerAmper Company, a firm with over 45 investment advisor representatives. Elizabeth provides investment advisory services for a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Elizabeth is also a Certified Financial Planner (CFP). Elizabeth is licensed to conduct business in North Carolina and Texas.

Firm Information

Elizabeth Broadway is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Elizabeth Broadway’s Registration & Firm History

NC

08/07/2024 - Present

Prosperity - AN Eisneramper Co. (Raleigh NC)

NC

10/25/2019 - 08/19/2024

AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)

NC

01/15/2013 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 01/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Broadway.
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