Ellevest
Ellevest (CRD# 175476) is a financial advisory firm headquartered in New York, NY. They manage $1,902,522,616 in 144,143 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,903MILLION
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Total Number of Accounts144,143ACCOUNTS
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Average Account Value$13,199
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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
Ashley Bleckner (CRD# 6556257) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and the greater Orange County area has over 4 year of experience in the finance industry. Ashley Bleckner 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Maria Delgado (CRD# 6511733) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 7 years of experience in the finance industry.
Sofia Figueroa (CRD# 6935146) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 5 years of experience in the finance industry.
Emily Green (CRD# 6185289) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 10 years of experience in the finance industry.
Maria Kleinhans (CRD# 5600083) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 14 years of experience in the finance industry.
Allison Kvikstad (CRD# 2663467) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 23 years of experience in the finance industry.
Ankur Patel (CRD# 5775950) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 11 years of experience in the finance industry.
Michelle Petrowski (CRD# 5837917) is an Investment Advisor Representative working at Ellevest in Anthem, AZ and has over 10 years of experience in the finance industry.
Bernadette Connery (CRD# 7164389) is an Investment Advisor Representative working at Ellevest in Albuquerque, NM and has 1 year of experience in the finance industry.
Kristen Goodman (CRD# 6528499) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 8 years of experience in the finance industry.