Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kytle Chandler is a Registered Investment Advisor representative with Cresset Asset Management, LLC in Atlanta, GA. Elizabeth has been in the industry for over 13 years and is registered with the state of Georgia. Elizabeth also holds the Series 3, Series 7, and Series 66 licenses. Prior to joining Cresset, Elizabeth worked at J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, and Goldman, Sachs & Co. In addition to her advisory role, Elizabeth is a member of the Board of Trustees at the Atlanta International School and is the Vice Chair of the Board of Zoo Atlanta.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
11/09/2021 - Present
Cresset Asset Management, LLC (Atlanta GA)
GA
11/21/2014 - 11/08/2021
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
04/06/2009 - 12/05/2014
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NY
12/04/2008 - 04/13/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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