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Elizangela De liz hartwell

Investment adviser representative at Creand Management
12 yearsExperience
3 statesRegistered in
$506.6MFirm assets
10 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 feePerformance-basedOther

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.

  1. Creand ManagementMay 2025 to now
  2. Creand SecuritiesMay 2025 to now
  3. Safra National Bank of New YorkAug 2023 to Feb 2025
  4. Galapagos Advisory LLCDec 2022 to Aug 2023
  5. Banco Do Brasil Securities LLCApr 2014 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 3 states (FL, PR, TX).

Creand Management

Legal name: Beta Capital Management LLC

$506.6MAssets managed
134Clients
12Advisers
10 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
6011481
Firm CRD
154894
Advisor's SEC record (opens in a new tab)
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