Financial ADVSR advisor directory · SEC adviser records
Ellevest financial advisors in New York
Every SEC-registered investment adviser representative at a Ellevest office in New York, by city and A to Z.
8 registered advisors work at Ellevest in New York, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (8). 4 list the CFP designation and 0 are also registered broker representatives.
Ellevest advisors by city in New York
Every firm in New York →Ellevest advisors in New York, A to Z
Search by name →- Sara FaurerNew York
- Sofia L. FigueroaNew York · Certified Financial Planner
- Alondra GarciaNew York · Chartered Financial Analyst
- Emily GreenNew York
- Kaitlin M. HorschNew York · Certified Financial Planner
- Kerry A. O'BrienNew York · Certified Financial Planner
- Ankur G. PatelNew York · Chartered Financial Analyst
- Veronica TaylorNew York · Certified Financial Planner
Ellevest advisors in every state →Ellevest: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Ellevest financial advisors are in New York?
8 investment adviser representatives are registered at Ellevest offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Ellevest have the most advisors?
New York, with 8. Ellevest has advisors in 1 city in New York.
How do I check a Ellevest advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Ellevest office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.