Investment adviser representative · Clean Yield Asset Management
Elizabeth R. Levy Bouldin
CRD 5260761 · Lincoln, MA
At a glance
Elizabeth R. Levy Bouldin is an investment adviser representative with Clean Yield Asset Management in Lincoln, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2025, about 1 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Clean Yield Asset ManagementSince September 2025Lincoln, MA · $571M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 7 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Elizabeth’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Clean Yield Asset Management
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- Elizabeth D. GlenshawNorwich
- Dorigen R. HofmannNorwich
- Kofi T. KoduaSomerset
- Jenny N. LyNorwich
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