Elizabeth Doyle Glenshaw
Investment adviser representative at Clean Yield Asset Management
27 yearsExperience
5 statesRegistered in
$571.2MFirm assets
39 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Clean Yield Asset ManagementMar 2010 to now
- Calvert FoundationAug 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, MA, NH, TX, VT).
Clean Yield Asset Management
Legal name: Clean Yield Group Inc
$571.2MAssets managed
257Clients
6Advisers
39 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
- 2661380
- Firm CRD
- 104826