Elizabeth
Sawyer Estrade

Stifel Independent Advisors, LLC

CRD#6512338
Investment Advisor
in Gulfport, MS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Sawyer Estrade is a financial advisor based in Gulfport, Mississippi, working with Stifel Independent Advisors, LLC. Elizabeth has previously held positions at the Court Of Appeals Of Mississippi, Vaughn And Bowden, Markow Walker, Pa, Stone County Youth Court, University Of Mississippi, Women Of Grace, University Of Memphis, Betsey Sawyer Coaching, Guiding Star Project, and Stifel Independent Advisors, LLC. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Elizabeth is part of Stifel Independent Advisors, LLC, which operates out of Gulfport, Mississippi. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2304 14Th Street
Gulfport, MS 39501

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$3,556,518,775

MS Average: $11,469,110,461
Total Number of Employees

190

MS Average: 458
Total Number of Accounts

9,973

MS Average: 33,415
Average Account Size

$356,615

MS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Elizabeth Sawyer Estrade Work History

2019 - Present (5 years)

Stifel Independent Advisors, LLC

2016 - Present (8 years)

Betsey Sawyer Coaching

2019 - 2019 (< 1 year)

University Of Memphis

2019 - 2019 (< 1 year)

Guiding Star Project

2016 - 2019 (3 years)

Women Of Grace

2015 - 2016 (1 year)

Vaughn And Bowden

2015 - 2018 (3 years)

Stone County Youth Court

2015 - 2020 (5 years)

University Of Mississippi

2014 - 2015 (1 year)

Markow Walker, Pa

2013 - 2014 (1 year)

Court Of Appeals Of Mississippi

Disclosures

Please visit the SEC profile of Elizabeth Sawyer Estrade 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 Stifel Independent Advisors, LLC

Steven Sabol
Edinboro, PA
Matthew Frate
Saint Louis, MO
Mary Steele
Landrum, SC
Dane Lucero
Saint Louis, MO
Zakary Tomlin
Saint Petersburg, FL
Clay Jones
Saint Louis, MO
Matthew Schroeder
Saint Louis, MO
Jarriet Bluitt
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started