Elizabeth Meredith Nierzwicki
Investment adviser representative at Corda Investment Management, LLC
16 yearsExperience
2 statesRegistered in
$2BFirm assets
26 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Corda Investment Management, LLCSep 2024 to now
- Figurefit LLCFeb 2014 to now
- Bank of America, N.ANov 2019 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Sep 2024
- Penn Harris Madison School CorporationOct 2018 to Jun 2019
- Forest RiverMay 2018 to Jun 2018
- Solace Yoga Studio LLCFeb 2010 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Corda Investment Management, LLC
$2BAssets managed
1,363Clients
30Advisers
26 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
- 7168523
- Firm CRD
- 108046