Elizabeth Anne Watkins
Investment adviser representative at Crescent Grove Advisors
12 yearsExperience
1 stateRegistered in
$5.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Crescent Grove Advisors, LLCOct 2019 to now
- Stifel Nicolaus & Co IncApr 2014 to Sep 2019
- Ziegler Capital Management, LLCApr 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
Crescent Grove Advisors
Legal name: Crescent Grove Advisors, LLC
$5.5BAssets managed
382Clients
21Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272542
- Firm CRD
- 170912