Investment adviser representative · Certior Financial Group, LLC
Elizabeth M. Shamir
CRD 1557600 · East Norriton, PA
At a glance
Elizabeth M. Shamir is an investment adviser representative with Certior Financial Group, LLC in East Norriton, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2010, about 15 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Certior Financial Group, LLCSince June 2017East Norriton, PA · $452M in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- 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
- 2 firmsLocked
- 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 Certior Financial Group, LLC
- Adam S. PeltzmanEast Norriton · Certified Financial Planner
- Anthony BarbosaKing Of Prussia
- Simon F. CrewKing Of Prussia
- Gary P. GallagherKing Of Prussia
- Patrick K. HansenKing Of Prussia · Certified Financial Planner
- Avi N. KantorKing Of Prussia
- Kristen VoigtsbergerKing Of Prussia
Every advisor at Certior Financial Group, LLC →Certior Financial Group, LLC: assets, clients and custodians →Financial advisors in East Norriton, PA →Advisor Moves: who changed firms this week →