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Veronica Taylor

Ellevest

New York, NY

White Plains, NY

CRD 7532377

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Employer firm

Ellevest CRD 175476

$1.13B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Ellevest

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-01
TX RA APPROVED 2023-05-01
  • NY RA
    APPROVED
    Since 2023-05-01
  • TX RA
    APPROVED
    Since 2023-05-01

Branch Locations

228 Park Ave S Pmb 94934, New York, NY 10003 • United States

White Plains, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hudson Fusion Ossining NY 07/2000 04/2021
Northstar Money Los Angeles CA 04/2021 07/2024
Ellevest New York NY 04/2023 Present
  • 07/2000 → 04/2021
    Hudson Fusion
    Ossining, NY
  • 04/2021 → 07/2024
    Northstar Money
    Los Angeles, CA
  • 04/2023 → Present
    Ellevest
    New York, NY
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Veronica Mohatt

View on SEC IAPD

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