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Elizabeth Meredith Nierzwicki

Investment Adviser Representative at Corda Investment Management, LLC

Broomfield, COCRD #7168523Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elizabeth Meredith Nierzwicki is an investment adviser representative with Corda Investment Management, LLC in Broomfield, CO, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/17/2020
Series 7
General Securities Representative Examination
Passed 11/7/2019
SIE
Securities Industry Essentials Examination
Passed 9/26/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Corda Investment Management, LLCCurrent
9/9/2024 – Broomfield, CO
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1/21/2020 – 9/10/2024Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2019 – Sep 2024South Bend, IN
  2. Solace Yoga Studio LLC
    Feb 2010 – Dec 2018511 Eagle Pass Drive, IN
  3. FigureFit LLC
    Feb 2014 – no end date reportedOsceola, IN
  4. Penn Harris Madison School Corporation
    Oct 2018 – Jun 2019Mishawaka, IN
  5. Forest River
    May 2018 – Jun 2018Goshen, IN
  6. BANK OF America, N.A
    Nov 2019 – Sep 2024South Bend, IN
  7. Corda Investment Management, LLC
    Sep 2024 – no end date reportedHouston, TX

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Corda Investment Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • First tier1.00%
  • Second tier0.85%
  • Third tier0.50%
  • Fourth tier0.25%

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

Portfolio management, financial planning, tax planning and preparation (including in-house tax preparation), and estate planning, all delivered in a coordinated manner by an integrated team.

Investment ManagementCash Flow PlanningRisk Management
Firm areas of expertise
Portfolio ManagementFinancial PlanningTax PlanningTax PreparationEstate PlanningRetirement PlanningWealth TransferFiduciaryInvestment StrategyDividend InvestingValue Investing+2 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
29
Offices listed on AdvisorFinder:
7
Main office:
Houston, TX
SEC file number:
801-57097

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 26, 2026

View full firm profile

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About this profile

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 Meredith Nierzwicki 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Elizabeth Meredith Nierzwicki (Corda Investment Management)