TrueAdvisor
TrueAdvisor
AG
CFA
AG
CFA

Alondra Garcia

Ellevest
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible InvestingWomen
Ellevest
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
79,645 clients
Average Client Portfolio
$27K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

228 Park Ave S, Pmb 94934, New York, NY, 10003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ellevest
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
March 2019 - July 2022 · 3 yrs 4 mos
State Registrations4 states
FLNYTXVA
Advisor
Exams
No exam information available for this advisor.