Eleanor Weinstock

Employer firm

Evolve Private Wealth, LLC CRD 333932

$2.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 04/2017
  Morgan Stanley
  Beverly Hills, CA
• 04/2017 → 06/2024
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 05/2024 → 04/2025
  Sanctuary Securities, Inc.
  Los Angeles, CA
• 05/2024 → 04/2025
  Sanctuary Advisors Llc
  Los Angeles, CA
• 01/2025 → Present
  Evolve Private Wealth, Llc
  Los Angeles, CA
• 04/2017 → 06/2024
  Wells Fargo Advisors
  Los Angeles, CA

Previous Registrations

• 2024-05-30 → 2025-04-03
  Sanctuary Advisors, Llc
  Los Angeles, CA
• 2017-04-21 → 2024-06-05
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 2009-06-01 → 2017-04-24
  Morgan Stanley
  Beverly Hills, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beverly Hills, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Beverly Hills, CA
  Beverly Hls, CA

Other Businesses

1) Evolve Wealth Insurance LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-18
• S63 Uniform Securities Agent State Law Examination
  1991-11-20