Corrinne
Mckenna

Ellevest

CRD#7635798
Investment Advisor
in Fort Pierce, FL

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About this Advisor

Corrinne Mckenna is a financial advisor based in Fort Pierce, Florida, working with Ellevest. Corrinne has previously held positions at Kitces.Com, Mccs Camp Lejeune, Zeiders Enterprises, Base Directory, Mccs Okinawa, Childfree Wealth, and Ellevest. Corrinne is registered to provide services in Florida, New York, and Texas. Currently, Corrinne is part of Ellevest, which operates out of Fort Pierce, Florida. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

Fort Pierce, FL

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Ellevest Brokerage Details

Total Assets Under Management

$1,902,522,616

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

104

FL Average: 88
Total Number of Accounts

144,143

FL Average: 3,892
Average Account Size

$13,199

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Corrinne Mckenna Work History

2023 - Present (1 year)

Ellevest

2020 - Present (4 years)

Kitces.Com

2022 - 2023 (1 year)

Childfree Wealth

2017 - 2020 (3 years)

Mccs Camp Lejeune

2017 - 2017 (< 1 year)

Zeiders Enterprises

2016 - 2017 (1 year)

Base Directory

2011 - 2016 (5 years)

Mccs Okinawa

Disclosures

Please visit the SEC profile of Corrinne Mckenna 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 Ellevest

Kristen Goodman
New York, NY
Ehijie Sado
New York, NY
Lynn Ackerman
Lisle, IL
Katelyn Schwartz
New York, NY
Jaclyn Mercer
New York, NY
Valerie Marquez
New York, NY
Kaitlin Horsch
New York, NY
Sofia Figueroa
New York, NY

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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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