Lyndsi
Stender
Ellevest
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About this Advisor
Lyndsi Stender is a financial advisor based in Beaverton, Oregon, working with Ellevest. Lyndsi has previously held positions at Vista Capital Partners, Aldrich, Ferguson Wellman Capital Partners, and Ellevest. Lyndsi is registered to provide services in New York, Oregon, and Texas. Currently, Lyndsi is part of Ellevest, which operates out of Beaverton, Oregon. 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
Lyndsi Stender Work History
Ellevest
Vista Capital Partners
Aldrich
Ferguson Wellman Capital Partners
Disclosures
Please visit the SEC profile of Lyndsi Stender 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
Lisle, IL
New York, NY
Costa Mesa, CA
New York, NY
New York, NY
New York, NY
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