Elizabeth Frazier Peck
Investment adviser representative at Frazier Financial Consultants, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$196MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Copper BankMay 2020 to now
- ForbesJan 2017 to now
- Frazier Financial Consultants, LLCMay 2014 to now
- Zestefy Inc., (dba) ScenarioDec 2023 to Dec 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Frazier Financial Consultants, LLC
$196MAssets managed
89Clients
3Advisers
9 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
- 7332872
- Firm CRD
- 112897