Valerie
Marquez
Ellevest
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About this Advisor
Valerie Marquez is a financial advisor based in New York, New York, working with Ellevest. Valerie has previously held positions at Jp Morgan Chase, Wells Fargo, Tolleson Wealth Management, and Ellevest. Valerie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Texas. Currently, Valerie is part of Ellevest, which operates out of New York, New York. 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
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Valerie Marquez Work History
Ellevest
Tolleson Wealth Management
Jp Morgan Chase
Wells Fargo
Disclosures
Please visit the SEC profile of Valerie Marquez 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
Lisle, IL
New York, NY
New York, NY
Costa Mesa, CA
New York, NY
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