Elisheva Defeo (CRD# 4892049) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has over 16 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yhb Investment Advisors Inc. | West Hartford, CT | Jan 2018 - Current | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2014 - Jan 2018 | 3 |
| Northwestern Mutual Investment Services LLC | West Hartford, CT | Feb 2014 - Jan 2018 | 3 |
| Robert Roth | West Hartford, CT | Jan 2014 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
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Total Assets Under Management1,747MILLIONS
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Total Number of Accounts2,731ACCOUNTS
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Average Account Value$639,690
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA
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