Financial ADVSR advisor directory · SEC adviser records
Ellevest financial advisors
Every SEC-registered investment adviser representative at Ellevest, by the state and city of the office they work from.
11 registered advisors work at Ellevest, in 3 states and 4 cities; the most are in New York, NY (8). 6 list the CFP designation and 0 are also registered broker representatives.
Search every Ellevest advisor by name →Who joined and left Ellevest →Ellevest: assets, clients and custodians →
Cities with the most Ellevest advisors
New York, NY 8Costa Mesa, CA 1Lakewood, CO 1San Francisco, CA 1
Ellevest advisors by state
Questions
How many financial advisors does Ellevest have?
11 investment adviser representatives are registered with Ellevest, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 6 list the CFP designation and 0 are also registered as broker representatives.
Where does Ellevest have the most advisors?
New York, NY, with 8 registered advisors, then Costa Mesa, CA (1). By state, New York has the most, with 8.
How do I find a Ellevest financial advisor near me?
Pick your state below, then your city, to see every Ellevest advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Ellevest offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →