Anna
N'Jie-Konte

Re-Envision Wealth

CRD#5942943
Investment Advisor
in Brentwood, NY

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About this Advisor

Anna N'Jie-Konte is a financial advisor based in Brentwood, New York, working with Re-Envision Wealth. Anna has previously held positions at Chevy Chase Trust, RBC Capital Markets, LLC, Dare To Dream Financial Planning LLC, and Grid 202 LLC. Anna has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Maryland, New York, North Carolina, Texas, Virginia, and Washington. Currently, Anna is part of Re-Envision Wealth, which operates out of Brentwood, New York. The firm has 5 employees and manages assets totaling $90.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars. The fee structure at Re-Envision Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Brentwood, NY

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Re-Envision Wealth Brokerage Details

Total Assets Under Management

$90,233,813

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

5

NY Average: 88
Total Number of Accounts

173

NY Average: 3,892
Average Account Size

$521,583

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Educational seminars/workshops

Anna N'Jie-Konte Work History

2022 - Present (2 years)

Grid 202 LLC

2019 - Present (5 years)

Dare To Dream Financial Planning LLC

2014 - 2019 (5 years)

Rbc Capital Markets, LLC

2012 - 2014 (2 years)

Chevy Chase Trust

Disclosures

Please visit the SEC profile of Anna N'Jie-Konte 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 Re-Envision Wealth

Cindy Mota Rios
New York, NY
Anna N'Jie-Konte
Brentwood, NY
Keith Beverly
New York, NY
Willie Gholston
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.

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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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