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Elizabeth Mellis Newton

Archer Investment Corporation

Charlotte, NC

Carmel, IN

CRD 7842318

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Employer firm

Archer Investment Corporation CRD 136403

$1.01B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Archer Investment Corporation

11711 N. College Ave Suite 200, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-07
  • NC RA
    APPROVED
    Since 2023-12-07

Branch Locations

10800 Sikes Place #215, Charlotte, NC 28277 • United States

11711 N. College Ave Suite 200, Carmel, IN 46032 • 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
Cory's Audio Visual Oklahoma City OK 09/2015 09/2020
Wray Ward Charlotte NC 12/2020 03/2021
Newton Wealth Management Charlotte NC 03/2021 Present
  • 09/2015 → 09/2020
    Cory's Audio Visual
    Oklahoma City, OK
  • 12/2020 → 03/2021
    Wray Ward
    Charlotte, NC
  • 03/2021 → Present
    Newton Wealth Management
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05

View on SEC IAPD

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