Elena
Gorskaya

Advisor Partners

CRD#6538655
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Elena Gorskaya is a financial advisor based in Walnut Creek, California, working with Advisor Partners. Elena has previously held positions at Advisor Partners, LLC, Echelon Asset Management, Sberbank Asset Management, Morgan Stanley, and Advisor Partners II, LLC. Elena is registered to provide services in California. Currently, Elena is part of Advisor Partners, which operates out of Walnut Creek, California. The firm has 12 employees and manages assets totaling $3.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Advisor Partners includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

2185 North California Blvd Suite 290
Walnut Creek, CA 94596

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Advisor Partners Brokerage Details

Total Assets Under Management

$3,382,642,421

CA Average: $7,578,581,321
Total Number of Employees

12

CA Average: 43
Total Number of Accounts

1,929

CA Average: 3,727
Average Account Size

$1,753,573

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Elena Gorskaya Work History

2022 - Present (2 years)

Advisor Partners Ii, LLC

2018 - 2022 (4 years)

Advisor Partners, LLC

2016 - 2018 (2 years)

Echelon Asset Management

2015 - 2015 (< 1 year)

Morgan Stanley

2012 - 2014 (2 years)

Sberbank Asset Management

Disclosures

Please visit the SEC profile of Elena Gorskaya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisor Partners

Jia Xu
Walnut Creek, CA
Rahul Agrawal
Walnut Creek, CA
Bryan Lee
New York, NY
Anthony Castaldi
Walnut Creek, CA
Elena Gorskaya
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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