Elizabeth Walsh Dipaolo

Employer firm

Signaturefd, LLC CRD 112758

$9.68B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 07/2017
  Smith & Howard Wealth Management, Llc
  Atlanta, GA
• 07/2017 → 01/2019
  Signaturefd, Llc
  Atlanta, GA
• 01/2019 → Present
  Signaturefd, Llc
  Atlanta, GA

Previous Registrations

• 2017-05-03 → 2017-07-12
  Smith & Howard Wealth Management, Llc
  Atlanta, GA
• 2013-06-26 → 2014-09-16
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2012-07-30 → 2013-06-04
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Winter Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-07-26

Designations

• Certified Financial Planner

Other Names

• Liz Walsh
• Elizabeth Marie Walsh