Elizabeth Richter Psota
Investment adviser representative at Verdence Capital Advisors, LLC
13 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Verdence Capital Advisors, LLCJul 2023 to now
- Vantage Private WealthMay 2019 to Jun 2023
- First Presbyterian PreschoolAug 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
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
- 7697631
- Firm CRD
- 288512