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Elizabeth Meredith Nierzwicki

Corda Investment Management, LLC

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About Elizabeth Meredith Nierzwicki

Elizabeth Nierzwicki is a registered representative with Corda Investment Management, LLC. She is also registered as an investment advisor representative in Colorado and Texas. Elizabeth holds Series 7, 66, and SIE licenses. Elizabeth has experience working with high net worth individuals, pension and profit sharing plans, and individuals other than high net worth. Elizabeth provides financial planning, portfolio management for individuals and businesses. Elizabeth is committed to providing her clients with personalized financial advice and investment strategies to help them reach their financial goals.

Firm Information

Elizabeth Nierzwicki is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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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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.

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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percentage of assets

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

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Elizabeth Nierzwicki’s Registration & Firm History

CO

09/09/2024 - Present

Corda Investment Management, LLC (Broomfield CO)

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Licenses & Designations

BOTH

Issued 01/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Elizabeth Meredith Nierzwicki.
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