Ellevest

Firm record

As recorded in SEC IAPD

Firm CRD

175476

SEC number

801-106683

Firm type

RIA

Assets under management

$1.1B as of Jun 3, 2026

Website

www.instagram.com/ELLEVEST ↗

Phone

844-355-7100

Address

228 Park Ave S, New York, NY, 10003

Advisors at this firm

13 in our index · page 1 of 1

• Ashley Nicole BlecknerCRD 6556257 · Carlsbad, CA
  IA Registered
• Sofia Liana FigueroaCRD 6935146 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Sara FaurerCRD 6823824 · Chicago, IL
  IA RegisteredRegistration inactive
• Alondra GarciaCRD 6009505 · Pensacola, FL
  IA Registered
• Kristen Deedy GoodmanCRD 6528499 · Denver, CO
  IA RegisteredRegistration inactive
• Emily GreenCRD 6185289 · New York, NY
  IA RegisteredRegistration inactive
• Kaitlin Marie HorschCRD 6879018 · Chicago, IL
  IA RegisteredRegistration inactive
• Sylvia Shiu Han KwanCRD 2805281 · San Francisco, CA
  IA Registered
• Kerry Ann O'brienCRD 5577494 · Walpole, MA
  IA RegisteredRegistration inactive
• Ankur G PatelCRD 5775950 · Monroe, NJ
  IA RegisteredRegistration inactive
• Hannah Bauque SteendamCRD 6348347 · Lakewood, CO
  IA RegisteredRegistration inactive
• Veronica TaylorCRD 7532377 · White Plains, NY
  IA Registered
• Samantha Craig VientCRD 5818349 · Costa Mesa, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.