Abigail
Sylvester

Everhart Advisors

CRD#6445311
Investment Advisor
in Dublin, OH

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About this Advisor

Abigail Sylvester is a financial advisor based in Dublin, Ohio, working with Everhart Advisors. Abigail has previously held positions at Everhart Advisors, Dublin City Schools, Upstart, Morgan Stanley, The Ohio State University, Cru, and Upper Arlington High School. Abigail is registered to provide services in Ohio. Currently, Abigail is part of Everhart Advisors, which operates out of Dublin, Ohio. The firm has 2 offices and 47 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Everhart Advisors includes asset-based, hourly, and fixed 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, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

535 Metro Place South Suite 100
Dublin, OH 43017

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Everhart Advisors Brokerage Details

Total Assets Under Management

$1,445,557,781

OH Average: $2,106,341,625
Total Number of Employees

47

OH Average: 34
Total Number of Accounts

4,645

OH Average: 1,972
Average Account Size

$311,207

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Abigail Sylvester Work History

2024 - Present (0 year)

Everhart Advisors

2021 - Present (3 years)

Everhart Advisors

2020 - 2020 (< 1 year)

Upstart

2020 - 2021 (1 year)

Upstart

2018 - 2020 (2 years)

Cru

2016 - 2017 (1 year)

Dublin City Schools

2015 - 2016 (1 year)

Morgan Stanley

2014 - 2018 (4 years)

The Ohio State University

2010 - 2014 (4 years)

Upper Arlington High School

Disclosures

Please visit the SEC profile of Abigail Sylvester 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 Everhart Advisors

Rainer Schertel
Dublin, OH
John Grega
Dublin, OH
James St.Pierre
Miamisburg, OH
Thomas Carline
Dublin, OH
Clark Engle
Dublin, OH
Christopher Becker
Dublin, OH
Gregory Roberto
Miamisburg, OH
Logan Pearlman
Fort Myers, FL

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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