Elizabeth Ly
Sentry Advisors · San Francisco, California
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.
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Facts
| Firm | Sentry Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.41B across 629 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4142484 |
| Exams passed | Series 63 (2000) · Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sentryadv.com |
How Elizabeth's firm compares
- Sentry Advisors's average account is about $3.8 million, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Elizabeth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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