Eli
Landow

Vestwell Advisors LLC

CRD#6714960
Investment Advisor
in Wallingford, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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 (6 years)

Vestwell

2018 - Present (7 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

Created with Highcharts 6.0.7

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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started