Elizabeth Newman has been an investment adviser representative at Decker Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Decker Wealth Management, LLC is a Nashville, TN firm with $566M under management, 326 clients and 6 advisers in one office, as of its March 2026 filing.
Elizabeth Newman’s longest registration is the current one, 5 years at Decker Wealth Management since 2021. Before joining Decker Wealth Management in 2021, Elizabeth Newman was registered through Banc of America Investment Services, Inc.
- – present · 5 yearsNashville, TN · Adviser representative · Firm CRD 150094
- Banc of America Investment Services, Inc.– · under a yearNashville, TN · Adviser representative · Firm CRD 16361
Investment adviser representative registrations
Elizabeth Newman is registered as an investment adviser representative in Tennessee, since March 2021.
- TennesseeSince 10 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2021 |
| Series 66 | Uniform Combined State Law Examination | 9 December 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1994 |
| Series 7 | General Securities Representative Examination | 24 October 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth Rutland Newman
- CRD
- 2548826
- Firm
- Decker Wealth Management · CRD 150094
- Office
- 4535 HARDING PIKE, SUITE 201, Nashville, TN 37205
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Newman work?
Elizabeth Newman is an investment adviser representative registered through Decker Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Newman a financial advisor?
Yes. Elizabeth Newman has a current investment-adviser registration in Tennessee, through Decker Wealth Management since March 2021.
How many years of experience does Elizabeth Newman have?
Elizabeth Newman has 6 years in the financial industry, since March 2020, across 2 adviser firms.
What exams has Elizabeth Newman passed?
Elizabeth Newman has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in October 1994.
Where did Elizabeth Newman work before Decker Wealth Management?
Before Decker Wealth Management, Elizabeth Newman was registered through Banc of America Investment Services, Inc., January 2004 to January 2005.
Where is Elizabeth Newman based?
Elizabeth Newman’s registered office is in Nashville, TN.
Is Elizabeth Newman registered with FINRA?
No. Elizabeth Newman has no current broker registration.
How can I verify Elizabeth Newman’s record?
Search CRD 2548826 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Newman’s full registration record.
