Ellevest

Ellevest (CRD# 175476) is a financial advisory firm headquartered in New York, NY. They manage $67,669,212 in 9,759 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    9,759
    ACCOUNTS
  • Average Account Value
    $6,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Ellevest
Showing 1 - 8 of 8 top financial advisors.
1
Jennie I. Sanders
CRD#: 4154891
48 West 25th Street, 6th Floor, New York, NY 10010
96
Wealthminder
score

Jennie Sanders (CRD# 4154891) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 17 years of experience in the finance industry.

2
Sydney A. Mason
CRD#: 5938398
48 West 25th Street, 6th Floor, New York, NY 10010
93
Wealthminder
score

Sydney Mason (CRD# 5938398) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 5 years of experience in the finance industry.

3
Jennifer S. Faherty
CRD#: 5924934
48 West 25th Street, 6th Floor, New York, NY 10010
90
Wealthminder
score

Jennifer Faherty (CRD# 5924934) is an Investment Advisor Representative working at Ellevest in New York, NY and has 1 year of experience in the finance industry. Jennifer Faherty 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.

4
Emily Green
CRD#: 6185289
48 West 25th Street, 6th Floor, New York, NY 10010
90
Wealthminder
score

Emily Green (CRD# 6185289) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 5 years of experience in the finance industry.

5
Mally M. Burton
CRD#: 6343279
48 West 25th Street, 6th Floor, New York, NY 10010
89
Wealthminder
score

Mally Burton (CRD# 6343279) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 2 years of experience in the finance industry.

6
Bridget Haile
CRD#: 6733781
48 West 25th Street, 6th Floor, New York, NY 10010
88
Wealthminder
score

Bridget Haile (CRD# 6733781) is an Investment Advisor Representative working at Ellevest in New York, NY and has 1 year of experience in the finance industry.

7
Margaret U. Kim
CRD#: 5395434
48 West 25th Street, 6th Floor, New York, NY 10010
87
Wealthminder
score

Margaret Kim (CRD# 5395434) is an Investment Advisor Representative working at Ellevest in New York, NY and has 1 year of experience in the finance industry.

8
Deborah P. Wissel
CRD#: 6170623
48 West 25th Street, 6th Floor, New York, NY 10010
87
Wealthminder
score

Deborah Wissel (CRD# 6170623) is an Investment Advisor Representative working at Ellevest in New York, NY and has 1 year of experience in the finance industry.

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