Elizabeth C Wright
Investment adviser representative at Eaglebrook Advisors
7 yearsExperience
1 stateRegistered in
$342MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
7 years in the industry.
- Eaglebrook AdvisorsApr 2023 to now
- Morgan StanleyMar 2023 to Apr 2023
- Eaglebrook AdvisorsApr 2021 to Feb 2023
- Charles Schwab & Co., Inc.Jun 2019 to Apr 2021
- Stetson UniversityAug 2018 to May 2019
- Charles SchwabJun 2018 to Aug 2019
- Stetson UniversityAug 2017 to Jun 2018
- Burg'r BarMay 2017 to Aug 2017
- Stetson UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Eaglebrook Advisors
Legal name: Eaglebrook Advisors, Inc.
$342MAssets managed
159Clients
4Advisers
4 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
- 6971144
- Firm CRD
- 304438