PPrivate Fund Data Log in Join · $37/mo

Elizabeth Ann Urish

Chief Compliance OfficerUp Strategic Wealth Investment Advisors, LLCCRD 5542282

About Elizabeth Ann Urish

Elizabeth Ann Urish is listed as Chief Compliance Officer at Up Strategic Wealth Investment Advisors, LLC in Pittsburgh, PA. Form ADV reports a beneficial ownership band of Under 5%. Elizabeth Ann Urish is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Up Strategic Wealth Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Elizabeth Ann Urish work?

Elizabeth Ann Urish is listed as Chief Compliance Officer at Up Strategic Wealth Investment Advisors, LLC on SEC Form ADV.

How much of Up Strategic Wealth Investment Advisors, LLC does Elizabeth Ann Urish own?

Form ADV reports a beneficial ownership band of Under 5%.

Up Strategic Wealth Investment Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2015

Up Strategic Wealth Investment Advisors, LLC

TitleIndirect Owner
Ownership25-50%
Control personYes
Since2013