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Elizabeth Peck, portrait

Elizabeth Peck

Investment adviser representative at Frazier Financial Consultants in Katonah, NY

Investment adviser registrationUpdated

Elizabeth Peck is an investment adviser representative at Frazier Financial Consultants, LLC, an investment adviser managing $196M, and works from its Katonah, NY office. Elizabeth Peck has been registered through Frazier Financial Consultants since 2 February 2021 and has 5 years in the industry across 1 firm.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Elizabeth Peck has been an investment adviser representative at Frazier Financial Consultants since February 2021, and is not listed among the firm’s executive officers or direct owners. Elizabeth Peck holds an MBA from Wake Forest University.

Frazier Financial Consultants, LLC is a Chapel Hill, NC firm with $196M under management, 89 clients and 3 advisers across 2 offices, as of its February 2026 filing.

Liz Frazier Peck joined Frazier Financial Consultants in 2014 as a Financial Planning Assistant and started as a Financial Planner in 2017. She is the author of Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance (2019) and a regular finance contributor on Forbes.com.

  1. – present · 5 years
    Katonah, NY · Adviser representative · Firm CRD 112897

Credentials and registrations

Professional designations

Listed by Frazier Financial Consultants

  • CFP®

Investment adviser representative registrations

Elizabeth Peck is registered as an investment adviser representative in New York, since February 2021.

  • New YorkSince 2 February 2021

Examinations

No examinations are on Elizabeth Peck’s record.

Key facts

Full name
Elizabeth Frazier Peck
CRD
7332872
Office
Katonah, NY
Registration
Investment adviser registration
In the industry since
February 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Elizabeth Peck work?

Elizabeth Peck is an investment adviser representative registered through Frazier Financial Consultants, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Elizabeth Peck a financial advisor?

Yes. Elizabeth Peck has a current investment-adviser registration in New York, through Frazier Financial Consultants since February 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Elizabeth Peck have?

Elizabeth Peck has 5 years in the financial industry, since February 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Elizabeth Peck based?

Elizabeth Peck’s registered office is in Katonah, NY.

Source: IAPD individual record, checked 22 October 2026

Is Elizabeth Peck registered with FINRA?

No. Elizabeth Peck has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Elizabeth Peck a CFP?

Frazier Financial Consultants lists Elizabeth Peck with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Liz Frazier Peck, MBA, CFP® biography, frazierfinancialconsultants.com

How can I verify Elizabeth Peck’s record?

Search CRD 7332872 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Peck’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Frazier Financial Consultants

Sources

  1. IAPD individual record, CRD 7332872, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Frazier Financial Consultants, LLC, filed 4 February 2026. Executive officers and direct owners; this person is not among them.
  3. Frazier Financial Consultants team page. Biography, education, credentials, awards and the portrait, reproduced for identification.