Ileana Platt
Ileana Platt is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 30 years of industry experience. Ileana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Ileana is a general partner at Riviera Properties Group, a non-securities-related partnership, and a director at Cuni Holdings LLC, a real estate holding company. She dedicates minimal time to these activities.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Barclays Capital INC.Broker
Barclays Capital INC.
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Citicorp Investment ServicesBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.