Eli
Landow

Vestwell Advisors LLC

CRD#6714960
Investment Advisor
in Wallingford, CT

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About this Advisor

Eli Landow is a financial advisor based in Wallingford, Connecticut, working with Vestwell Advisors LLC. Eli has previously held positions at Ty J. Young, Inc, Ameriprise Financial Services, Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, and Vestwell. Eli has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Eli is part of Vestwell Advisors LLC, which operates out of Wallingford, Connecticut. The firm has 386 employees and manages assets totaling $279.5 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Vestwell Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Wallingford, CT

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Vestwell Advisors LLC Brokerage Details

Total Assets Under Management

$279,513,513

CT Average: $7,464,549,021
Total Number of Employees

386

CT Average: 88
Total Number of Accounts

18,855

CT Average: 3,892
Average Account Size

$14,824

CT Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Eli Landow Work History

2019 - Present (5 years)

Vestwell

2018 - Present (6 years)

Morgan Stanley Private Bank, N.A

2018 - 2019 (1 year)

Morgan Stanley

2017 - 2017 (< 1 year)

Ameriprise Financial Services, Inc

2014 - 2017 (3 years)

Ty J. Young, Inc

Disclosures

Please visit the SEC profile of Eli Landow 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 Vestwell Advisors LLC

Russell Newton
Milford, NH
Linda Lee
New York, NY
Christopher Eisser
New York, NY
Eli Landow
Wallingford, CT
Kim Andranovich
San Diego, CA
Adam Bush
Washington, DC
Mazyar Naftchi
New York, NY
Brian Guerra
New York, NY

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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