Elizabeth Leanora Mcvittie

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2005 → 11/2023
  Fsc Securities Corporation
  Auburndale, MA
• 08/2008 → Present
  Mcvittie Financial Advisors, Llc
  Auburndale, MA
• 08/2008 → Present
  Mcvittie Financial Advisors
  Auburndale, MA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Auburndale, MA

Previous Registrations

• 2005-03-30 → 2023-11-03
  Fsc Securities Corporation
  Auburndale, MA
  Auburndale, MA
• 2006-01-10 → 2008-12-31
  Holm Investment Advisors
  Auburndale, MA

Other Businesses

1. MCVITTIE FINANCIAL ADVISORS POSITION: Owner; Financial Planner NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2008 ADDRESS: 11 Norumbega Court, Auburndale MA 02466, United States DESCRIPTION: Assist individual clients to establish, monitor and adjust financial goals. Goals may include retirement, education saving, asset distribution, estate planning and small business issues. Additional services are offered to retirement plans for the evaluation and monitoring of retirement plan design and investment options. 2. UNITED PARISH OF AUBURNDALE POSITION: Finance Committee Member and Treasurer NATURE: Non-Profit - Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 2 START DATE: 07/20/2011 ADDRESS: 64 Hancock Street, Auburndale MA 02466, United States DESCRIPTION: Finance Committee Member: Monitor investment activity of the church's endowment fund, help determine investment policy and recommend distribution amounts. Treasurer: Maintain the church's books and records and plan budgets for all boards & committees. Explicitly barred from access to banking and investment accounts. 3. E MCVITTIE (INSURANCE) POSITION: Statutory Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2005 ADDRESS: P.O. Box 66078, Auburndale MA 02466, United States DESCRIPTION: Sell and/or review Term Insurance, LTC Insurance, VA's. 4. R. THOMAS MAZZUCCHI FAMILY TRUST, UAD 07/14/1995 POSITION: Trustee NATURE: This is a personal, family activity as the granddaughter of the grantors. I have a 1/6th beneficial interest in the principal of the trust once both of my parents have died. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/21/1995 ADDRESS: 11 Norumbega Court, Auburndale MA 02466, United States DESCRIPTION: Oversite of investments, ensure income distribution to income beneficiaries, determine if principle should be distributed to income beneficiaries, file tax returns, keep beneficiaries informed of the Trust's activities and status, distribute final balance, once income beneficiaries pass, to ultimate beneficiaries.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-29
• S63 Uniform Securities Agent State Law Examination
  2005-03-22

Designations

• Certified Financial Planner

Other Names

• Elizabeth Shannon Mcvittie