# CARRIE ELIZABETH BERTRAND

CARRIE ELIZABETH BERTRAND is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with BERTRAND INVESTMENT STRATEGIES, L.L.C..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BERTRAND INVESTMENT STRATEGIES, L.L.C.](https://search.stillhousedata.com/firm/321651) | 2022-10-12 | present | Yes |
| [IMPACT PARTNERSHIP WEALTH, LLC](https://search.stillhousedata.com/firm/313928) | 2021-07-26 | 2023-06-15 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2007-01-19 | 2008-01-10 | — |
| [INVESTMENT STRATEGIES, LLC](https://search.stillhousedata.com/firm/140739) | 2006-06-22 | 2021-07-20 | — |
| [BLUE VASE SECURITIES, LLC](https://search.stillhousedata.com/firm/46765) | 2005-05-26 | 2005-08-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4953514)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4953514.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.