# Elizabeth Ly

> Elizabeth Ly is a fee-only financial advisor at Sentry Advisors in San Francisco, California. Sentry Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-ly/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sentry Advisors
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.41B across 629 accounts
- **CRD:** 4142484 (https://adviserinfo.sec.gov/individual/summary/4142484)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000), Series 66 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://sentryadv.com

## Frequently asked questions

### Is Elizabeth Ly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Sentry Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Sentry Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Elizabeth Ly based?

Elizabeth Ly is based in San Francisco, California.

### Is Elizabeth Ly registered with the SEC?

Yes. Elizabeth Ly is registered as an investment adviser representative in CA (CRD 4142484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sentry Advisors manage?

Sentry Advisors reports $2.41B across 629 accounts in assets under management.

### How do I contact Elizabeth Ly?

Through Elizabeth's website, sentryadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4142484): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.