Mark
Everette

Yhb Investment Advisors Inc

CRD#4703122
Investment Advisor
in West Hartford, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Everette is a financial advisor based in West Hartford, Connecticut, working with Yhb Investment Advisors Inc. Mark has previously held a position at Yhb Investment Advisors, Inc and is registered to provide services in Connecticut and Texas. Currently, Mark is part of Yhb Investment Advisors Inc, which operates out of West Hartford, Connecticut. The firm has 27 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Yhb Investment Advisors Inc includes asset-based, hourly, and fixed fees.

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

29 South Main Street, Suite 306
West Hartford, CT 06107

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Yhb Investment Advisors Inc Brokerage Details

Total Assets Under Management

$1,746,994,000

CT Average: $5,297,377,271
Total Number of Employees

27

CT Average: 35
Total Number of Accounts

2,731

CT Average: 690
Average Account Size

$639,690

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Everette Work History

2000 - Present (24 years)

Yhb Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Mark Everette 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 Yhb Investment Advisors Inc

Elisheva Defeo
West Hartford, CT
Hillary Landen
West Hartford, CT
Nathanial Chandler
West Hartford, CT
Lori Coleman
West Hartford, CT
Thomas Manning
West Hartford, CT
Anne Space
West Hartford, CT
Hilary Pohley
West Hartford, CT
Massimo Eichner
West Hartford, CT

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started