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).

Current Firm Details
228 Park Ave S, Pmb 94934, New York, NY 10003
https://www.facebook.com/ellevesting/
By the Numbers
  • Total Assets Under Management
    1,903
    MILLION
  • Total Number of Accounts
    144,143
    ACCOUNTS
  • Average Account Value
    $13,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
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 11 - 17 of 17 top financial advisors.
11
Valerie Marquez, financial advisor Carrollton TX
Valerie I. Marquez
CRD#: 6457011
Carrollton, TX

Valerie Marquez (CRD# 6457011) is an Investment Advisor Representative working at Ellevest in Carrollton, TX and has over 8 years of experience in the finance industry.

12
Healy Marroy, financial advisor Austin TX
Healy M. Marroy
CRD#: 6453751
Austin, TX

Healy Marroy (CRD# 6453751) is an Investment Advisor Representative working at Ellevest in Austin, TX and has over 6 years of experience in the finance industry.

13
Jaclyn Mercer, financial advisor New York NY
Jaclyn E. Mercer
CRD#: 6401400
228 Park Ave S, Pmb 94934, New York, NY 10003

Jaclyn Mercer (CRD# 6401400) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 7 years of experience in the finance industry.

14
Rhonda Riggins-Farrell, financial advisor New York NY
Rhonda K. Riggins-Farrell
CRD#: 2574422
228 Park Ave S, Pmb 94934, New York, NY 10003

Rhonda Riggins-Farrell (CRD# 2574422) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 25 years of experience in the finance industry.

15
Elizabeth Rogers, financial advisor New York NY
Elizabeth C. Rogers
CRD#: 5840394
228 Park Ave S, Pmb 94934, New York, NY 10003

Elizabeth Rogers (CRD# 5840394) is an Investment Advisor Representative working at Ellevest in New York, NY and has over 12 years of experience in the finance industry.

16
Veronica Taylor, financial advisor New York NY
Veronica Taylor
CRD#: 7532377
228 Park Ave S, Pmb 94934, New York, NY 10003

Veronica Taylor (CRD# 7532377) is an Investment Advisor Representative working at Ellevest in New York, NY and has 1 year of experience in the finance industry.

17
Samantha Vient, financial advisor Costa Mesa CA
Samantha C. Vient
CRD#: 5818349
Costa Mesa, CA

Samantha Vient (CRD# 5818349) is an Investment Advisor Representative working at Ellevest in Costa Mesa, CA and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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