Investment adviser representative · Baring Financial LLC
Elise M. Williams
CRD 7489699 · Bellingham, WA
At a glance
Elise M. Williams is an investment adviser representative with Baring Financial LLC in Bellingham, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elise’s SEC record dates to 2022, about 3 years ago.
Current advisory firm
- Baring Financial LLCSince December 2022Bellingham, WA · $210M in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Elise’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.