Elena Viktorovna Ladygina

Employer firm

Veris Wealth Partners, LLC CRD 143588

$2.86B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2018 → 09/2023
  Withum Wealth Management
  Red Bank, NJ
• 11/2014 → 09/2018
  Unemployed
  Fair Haven, NJ
• 06/2019 → 09/2023
  Pinnacle Associates, Ltd.
  New York, NY
• 10/2023 → Present
  Veris Wealth Partners, Llc
  New York, NY

Previous Registrations

• 2018-09-24 → 2023-11-01
  Withum Wealth Management
  Red Bank, NJ
  New York, NY
• 2013-10-11 → 2014-11-12
  Mml Investors Services, Llc
  New York, NY
• 2011-04-07 → 2014-11-10
  Lenox Advisors, Inc.
  New York, NY
• 2006-03-02 → 2008-06-27
  Citigroup Global Markets Inc.
  Columbia, SC

Other Businesses

Springpoint Senior Living, 4814 Outlook Dr., #201, Wall Township, NJ 07753. Nonprofit organization that provides senior housing and senior care services; organization is not investment-related. Member of the Board of Directors since Jan. 2023; also serves on the Investment, Audit, and Finance Committee; approx. 10 hrs/quarter.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-24

Designations

• Certified Financial Planner