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Elizabeth Haley Stahl

Investment adviser representative at Allen Investment Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$16.9BFirm assets

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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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Allen Investment Management, LLCMar 2023 to now
  2. Allen & CompanyJan 2023 to now
  3. Allen & CompanyJul 2014 to Dec 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008

State registrations

Registered as an investment adviser representative in 1 state (NY).

Allen Investment Management, LLC

$16.9BAssets managed
144Clients
6Advisers
23 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
5399154
Firm CRD
124454
Advisor's SEC record (opens in a new tab)
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