# ELIZABETH MARY VALLONE

ELIZABETH MARY VALLONE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with ESSENTIAL ASSET MANAGEMENT, LLC, BAY COLONY ADVISORS.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BAY COLONY ADVISORS](https://search.stillhousedata.com/firm/152583) | 2015-09-09 | present | Yes |
| [ESSENTIAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/158817) | 2015-07-28 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2003-08-04 | 2005-05-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4137574)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4137574.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.