Elana Yaffe (CRD# 6354117) is an Investment Advisor Representative working at Vicus Capital, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry. Elana Yaffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Defrate & Paavola LLC | New York, NY | Mar 2024 - Current | < 1 |
| Vicus Capital, Inc. | State College, PA | Mar 2024 - Current | < 1 |
| Unemployed | Calabasas, CA | Jan 2023 - Mar 2024 | 1 |
| Morton Wealth | Calabasas, CA | Feb 2019 - Jan 2023 | 3 |
| American Financial Network | Calabasas, CA | Jul 2018 - Nov 2018 | < 1 |
| Merrill Lynch | Woodland Hills, CA | Sep 2017 - Jul 2018 | < 1 |
| Unemployed | Westlake Village, CA | May 2017 - Sep 2017 | < 1 |
| The Counter | Tucson, AZ | Aug 2016 - May 2017 | < 1 |
| Full Time Education | Tucson, AZ | Aug 2013 - May 2017 | 3 |
| Merrill Lynch | Westlake Village, CA | May 2016 - Aug 2016 | < 1 |
| The District On 5th (edr Collegiate Housing) | Tucson, AZ | Oct 2015 - May 2016 | < 1 |
| The Counter | Tucson, AZ | Aug 2015 - Dec 2015 | < 1 |
| Merrill Lynch | Westlake Village, CA | May 2015 - Aug 2015 | < 1 |
| Highland Market | Tucson, AZ | Aug 2014 - May 2015 | < 1 |
| Merrill Lynch | Westlake Village, CA | Jun 2014 - Aug 2014 | < 1 |
- CA
- NY
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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