Elizabeth Anne Watkins
Investment Adviser Representative at Crescent Grove Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Anne Watkins is an investment adviser representative with Crescent Grove Advisors in Lake Forest, IL, where they have been registered since 2020. They have worked in the securities industry since 1993 and have been registered with 7 firms, including Ziegler Capital Management, LLC and Stifel, Nicolaus & Company, Incorporated. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ziegler Capital Management, LLCApr 2014 – Sep 2019Chicago, IL
- Stifel Nicolaus & Co IncApr 2014 – Sep 2019Chicago, IL
- Crescent Grove Advisors, LLCOct 2019 – no end date reportedLake Forest, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Crescent Grove Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Individual/Family Office - minimum0.10%
- Individual/Family Office - maximum1.25%
- OCIO - minimum0.30%
- OCIO - maximum0.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Lake Forest, IL
- SEC file number:
- 801-79577
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Crescent Grove Advisors
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Anne Watkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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