Elizabeth Frazier Peck

Current Employers

Frazier Financial Consultants, Llc

109 Conner Drive Suite 205, Chapel Hill, NC 27514 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-02-02

NY RA
APPROVED

Since 2021-02-02

Branch Locations

Katonah, NY • United States

109 Conner Drive Suite 205, Chapel Hill, NC 27514 • 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

Organization	City	State	From	To
Frazier Financial Consultants, Llc	Chapel Hill	NC	01/2017	Present
Frazier Financial Consultants, Llc	Chapel Hill	NC	05/2014	01/2017
Copper Bank	New York	NY	05/2020	Present
Forbes	New York	NY	01/2017	Present
Zestefy Inc., (Dba) Scenario	Valley Village	CA	12/2023	12/2024

01/2017 → Present

Frazier Financial Consultants, Llc

Chapel Hill, NC
05/2014 → 01/2017

Frazier Financial Consultants, Llc

Chapel Hill, NC
05/2020 → Present

Copper Bank

New York, NY
01/2017 → Present

Forbes

New York, NY
12/2023 → 12/2024

Zestefy Inc., (Dba) Scenario

Valley Village, CA

Other Businesses

Forbes; Contributing writer; not investment related; start date: 01/2017; 10 hours/month; writes articles on financial planning issues (no investment recommendations/advice) Copper Bank; Financial Education Advisor; not investment related; start date:05/2020; on an "as needed" basis; writes articles on financial planning issues (no investment recommendations/advice) Author of a book titled "Beyond Piggy Banks and Lemonade Stands" published in 2019 FinLit Learning, LLC; Founder / Managing Member; start date: 01/2024; entity created for tax purposes for revenue generated as a result of outside business activities disclosed above; not investment related.

Designations

Other Names

Elizabeth Mackenzie Frazier
Elizabeth Frazier-Peck
Elizabeth Mackenzie Frazier-Peck

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