Elizabeth Levy Bouldin has been an investment adviser representative at Clean Yield Group since September 2025, and is not listed among the firm’s executive officers or direct owners. Elizabeth Levy Bouldin holds a Master of Environmental Management from Yale School of the Environment and a B.S. from the College of William and Mary.
Clean Yield Group Inc is a Norwich, VT firm with $571M under management, 257 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Elizabeth Levy is Managing Director and Portfolio Manager of Clean Yield. She is responsible for researching publicly traded equities and managing client portfolios. She has more than 20 years of experience in sustainable investing, including eight years with Winslow Management and 12 years at Trillium Asset Management as a research analyst, portfolio manager and Head of ESG Strategy.
- Clean Yield Asset ManagementCurrent– present · 1 yearLincoln, MA · Adviser representative · Firm CRD 104826
Professional designations
Listed by Clean Yield Group
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Elizabeth Levy Bouldin is registered as an investment adviser representative in 7 states. The first approvals date from September 2025; the most recent is Massachusetts, in December 2025.
- CaliforniaSince 18 September 2025
- ColoradoSince 18 September 2025
- MarylandSince 18 September 2025
- MassachusettsSince 16 December 2025
- New HampshireSince 18 September 2025
- TexasSince 18 September 2025
- VermontSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2007 |
| Series 7 | General Securities Representative Examination | 13 December 2006 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth Robertson Levy Bouldin
- CRD
- 5260761
- Firm
- Clean Yield Group · CRD 104826
- Office
- Lincoln, MA
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cleanyield.com
Where does Elizabeth Levy Bouldin work?
Elizabeth Levy Bouldin is an investment adviser representative registered through Clean Yield Group Inc since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Levy Bouldin a financial advisor?
Yes. Elizabeth Levy Bouldin has a current investment-adviser registration in California, Colorado, Maryland, Massachusetts, New Hampshire, Texas and Vermont, through Clean Yield Group since September 2025.
How many years of experience does Elizabeth Levy Bouldin have?
Elizabeth Levy Bouldin has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Elizabeth Levy Bouldin passed?
Elizabeth Levy Bouldin has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 2006.
Where is Elizabeth Levy Bouldin based?
Elizabeth Levy Bouldin’s registered office is in Lincoln, MA.
Is Elizabeth Levy Bouldin registered with FINRA?
No. Elizabeth Levy Bouldin has no current broker registration.
Is Elizabeth Levy Bouldin a CFA charterholder?
Clean Yield Group lists Elizabeth Levy Bouldin with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Elizabeth Levy Bouldin’s record?
Search CRD 5260761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Levy Bouldin’s full registration record.
