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Elizabeth Robertson Levy Bouldin

Clean Yield Asset Management

Lincoln, MA

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Current Employers
Clean Yield Asset Management

16 Beaver Meadow Rd., Norwich, VT 05055 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-16
CA RA APPROVED 2025-09-18
CO RA APPROVED 2025-09-18
MD RA APPROVED 2025-09-18
NH RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-18
VT RA APPROVED 2025-09-18
  • MA RA
    APPROVED
    Since 2025-12-16
  • CA RA
    APPROVED
    Since 2025-09-18
  • CO RA
    APPROVED
    Since 2025-09-18
  • MD RA
    APPROVED
    Since 2025-09-18
  • NH RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18
  • VT RA
    APPROVED
    Since 2025-09-18

Branch Locations

Lincoln, MA • 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
Trillium Asset Management Boston MA 01/2012 05/2024
Clean Yield Asset Management Norwich VT 06/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-19
  • S63 Uniform Securities Agent State Law Examination
    2007-11-19
Designations
Other Names
  • Elizabeth Levy
  • Elizabeth R. Levy
  • Elizabeth Levy Bouldin

View on SEC IAPD

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