Elizabeth
Carberry
Seia
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About this Advisor
Elizabeth Carberry is a financial advisor who works out of Los Angeles, California with 1 year of relevant experience. Carberry works at Seia. During their career, Carberry has held roles at Midlothian High School, Pearson Hyundai, University Of North Carolina School Of The Arts, Garden Cafe, Invirtus Wealth Partners, Preferred Childcare, Home, Commonwealth Financial Network, Royal Alliance Associates, Inc and Seia LLC. Carberry has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Seia is a financial advisory company headquartered in Los Angeles, CA. The company has offices in 12 locations and a total of 98 people on staff. It oversees $12 billion in total assets across its 17,180 accounts, making it one of the largest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 17,180 client accounts, 62% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Seia can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Carberry Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Invirtus Wealth Partners
Seia LLC
Commonwealth Financial Network
Garden Cafe
Home
Preferred Childcare
Pearson Hyundai
Pearson Hyundai
University Of North Carolina School Of The Arts
Midlothian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Carberry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Houston, TX
Redondo Beach, CA
Los Angeles, CA
Los Angeles, CA
Redondo Beach, CA
Los Angeles, CA
Los Angeles, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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