Unclaimed
Elizabeth Barney is an investment advisor representative at Beck, Mack & Oliver LLC in New York, NY. Elizabeth has been registered with the SEC since June 28, 2021. Elizabeth has 10 years of experience in the financial services industry. Previously, Elizabeth worked at Berkshire Hathaway in New York, NY. Elizabeth is currently registered with the state of New York and is active in the Investment Adviser Representative (IAR) role. Elizabeth has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Elizabeth specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Elizabeth has experience with a variety of investment advisory services, including selection of other advisors and financial planning. Elizabeth is not currently registered as a broker-dealer.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1
2
NY
06/28/2021 - Present
Beck, MacK & Oliver LLC (NEW YORK NY)
Active
Inactive
Not sure Elizabeth Barney is the right advisor for you? Invested Better is here to help.