Elizabeth Anne Skrinak
Investment adviser representative at Kestra Private Wealth Services, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.5BFirm assets
Are you Elizabeth Anne Skrinak? Claim your profile
Contact this firm
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
- Pension consulting
Experience
22 years in the industry.
- Kestra Private Wealth Services, LLCMar 2018 to now
- Kestra Investment Services, LLCMar 2018 to now
- Bank of America, N.A.May 2011 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2004 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 4518754
- Firm CRD
- 155193