Sofia
Figueroa
Ellevest
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About this Advisor
Sofia Figueroa is a certified financial planner based in New York, New York with 3 years of relevant experience. Figueroa is on the advisory team at Ellevest. Throughout their career, they have worked at B&H Company, Inc, Anheuser-Busch, Oklahoma City Dodgers, Morgan Stanley, University Of Oklahoma, Albuquerque Academy and Ellevest. Figueroa maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Mexico, New York and Texas. Ellevest is a company that has its headquarters in New York, NY. It oversees $2 billion in assets across its 146,549 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves five charities and foundations. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types billed by Ellevest most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,617,711,600
108
146,549
$11,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Sofia Figueroa Work History
Sofia has been registered as a financial advisor for 3 years.*
Ellevest
Ellevest
Morgan Stanley
Morgan Stanley
B&H Company, Inc
Anheuser-Busch
Oklahoma City Dodgers
University Of Oklahoma
Albuquerque Academy
*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 Sofia Figueroa 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
New York, NY
New York, NY
New York, NY
Virginia Beach, VA
Costa Mesa, CA
New York, NY
New York, NY
New York, NY
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.
