Elena
Ladygina

Withum Wealth Management

CRD#5076861
Investment Advisor
in Red Bank, NJ

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About this Advisor

Elena Ladygina is a certified financial planner based in Red Bank, New Jersey with a total of 5 years of industry experience. Ladygina works at Withum Wealth Management. Over the course of their career, they have held roles at Lenox Advisors, Inc, Massmutual, Mml Investors Services Inc, Withum Wealth Management and Pinnacle Associates, LTD. Ladygina has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Withum Wealth Management is a financial advisory firm operating out of Red Bank, NJ. The firm has offices in seven locations and a total of 13 financial advisors. It administers $1 billion in assets between its 1,367 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 1,367 customer accounts, 89% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually depend on which services are offered. However, fees billed by Withum Wealth Management can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

47 Reckless Place
Red Bank, NJ 07701

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Withum Wealth Management Brokerage Details

Total Assets Under Management

$1,331,507,854

NJ Average: $10,121,009,343
Total Number of Employees

13

NJ Average: 92
Total Number of Accounts

1,367

NJ Average: 6,978
Average Account Size

$974,036

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Elena Ladygina Work History

Elena has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Pinnacle Associates, LTD

2018 - Present (6 years)

Withum Wealth Management

2008 - 2014 (6 years)

Lenox Advisors, Inc

2008 - 2014 (6 years)

Massmutual

2008 - 2014 (6 years)

Mml Investors Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elena Ladygina 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 Withum Wealth Management

Adam Armstrong
Natick, MA
Ann Schnorrenberg
Bethesda, MD
Alexander Smit
Red Bank, NJ
Mark Lucci
Red Bank, NJ
Elena Ladygina
Red Bank, NJ
Guy Gallo
Red Bank, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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