TrueAdvisor
TrueAdvisor
BC
BC

Bernadette Michelle Connery

Ellevest
2 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

Albuquerque, NM

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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
August 2023 - Present · 2 yrs 6 mos
State Registrations3 states
CANMNY
Advisor
Exams
No exam information available for this advisor.