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EC

Elizabeth S. Carter

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CRD#: 2217190
EC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Sawyer Carter, who also goes by Elizabeth Sawyer Brasfield, Elizabeth Sawyer Chuldenko, Elizabeth Ann Sawyer, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 1992. Elizabeth had worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elizabeth Sawyer Brasfield | Elizabeth Sawyer Chuldenko | Elizabeth Ann Sawyer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 9, 2013 - November 30, 2022

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

BD
CRD#: 29540
Las Vegas, NV
Past

February 21, 2006 - July 15, 2011

CARTER GLOBAL, LLC

RIA
CRD#: 137757
LAS VEGAS, NV
Past

January 23, 2004 - November 1, 2005

WFG ADVISORS, LP

RIA
CRD#: 125073
LAS VEGAS, NV
Past

November 18, 2003 - October 31, 2005

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

December 6, 2002 - November 26, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
LAS VEGAS, NV
Past

December 4, 2002 - November 26, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 23, 1999 - October 25, 2002

PRIM SECURITIES, INCORPORATED

BD
CRD#: 30504
INDEPENDENCE, OH
Past

February 6, 1998 - June 23, 1998

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX
Past

March 19, 1996 - June 3, 1997

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

June 7, 1995 - September 11, 1995

BANK SOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 36629
Past

April 7, 1992 - January 10, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/23/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BG
BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC
B. G. SECURITIES, INC. | BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC | BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. | BROWN, GIBBONS & COMPANY SECURITIES, INC.

CRD#: 29540 / SEC#: , 8-44816

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Mailing Address
1375 E. 9th Street Suite 2500, Cleveland, OH 44114
Phone number
(216) 241-2800
Established
Delaware since 01/01/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BGL HOLDCO LLCOWNER
PETRYK, ANDREW KELLEYCEO & CCO1548442
RIORDAN, TIFFANYFINOP/PFO/POO6313437

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

CRD#: 29540

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