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Frances Elizabeth Spurry

Tred Avon Family Wealth, LLC

Easton, MD

CRD 3088160

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Employer firm

Tred Avon Family Wealth, LLC CRD 174115

$432M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tred Avon Family Wealth, Llc

8603 Commerce Drive Suite 7A, Easton, MD 21601 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
MD RA APPROVED 2025-05-09
  • NY RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08
  • MD RA
    APPROVED
    Since 2025-05-09

Branch Locations

8603 Commerce Drive Suite 7A, Easton, MD 21601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tred Avon Family Wealth, Llc Easton CT 12/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-16
S63 Uniform Securities Agent State Law Examination 1998-09-09
  • S65 Uniform Investment Adviser Law Examination
    1998-09-16
  • S63 Uniform Securities Agent State Law Examination
    1998-09-09
Designations
  • Certified Financial Planner
Other Names
  • Frances Elizabeth Spurry
  • Beth Spurry
  • Elizabeth Spurry Keller
  • Elizabeth Spurry Keller

View on SEC IAPD

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EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY

Nearby Investors

BRETT MITCHELL SAUSE
SCOTT WHEATLEY EGLSEDER
Gretchen P Straczewski

Nearby Offices

EAGLE STRATEGIES LLC · EASTON, MD
COMMONWEALTH FINANCIAL NETWORK · EASTON, MD
MORGAN STANLEY · Easton, MD

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