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Brooke Weise

Ellevest

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About Brooke Weise

Brooke Weise is an investment advisor representative associated with Ellevest. Brooke is registered with FINRA, and is licensed to offer investment advice in Connecticut, New York, and Texas. Brooke holds several industry certifications, including the Series 7TO, Series 99TO and Series 65 licenses. Brooke is also a Certified Financial Planner. Brooke has experience working in the financial services industry since 2017, and prior to her current role, she worked at LPL Financial LLC and Avantax Investment Services, Inc. Brooke offers financial planning services and educational seminars to individuals and businesses.

Firm Information

Brooke Weise is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning workshops; 1:1 consulting

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Brooke Weise’s Registration & Firm History

CT

08/16/2024 - Present

Ellevest (Middlebury CT)

SC

10/26/2023 - 03/12/2024

LPL FINANCIAL LLC (FORT MILL SC)

CT

11/02/2021 - 10/16/2023

AVANTAX INVESTMENT SERVICES, INC. (SOUTHBURY CT)

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Licenses & Designations

BC

Issued 11/01/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Weise.
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