linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Elena Viktorovna Ladygina

Veris Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Elena? Claim Your Profile

About Elena Viktorovna Ladygina

Elena Ladygina is an Investment Advisor Representative at Veris Wealth Partners, LLC. Elena has been in the financial services industry since 2006. Elena is registered with the state of New York and holds the Series 7, Series 66, and SIE licenses. Elena is a Certified Financial Planner and has experience working with individuals, high-net-worth individuals, and charitable organizations. In addition to her financial planning experience, Elena has also been a member of the Board of Directors for Springpoint Senior Living since 2023. Elena is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Elena Ladygina is currently registered with Veris Wealth Partners, LLC. Veris Wealth Partners, LLC is an investment advisory firm based in San Francisco, CA. They specialize in providing financial planning, investment consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm has a team of 9 investment adviser representatives and manages approximately $2 billion in assets.
Veris Wealth Partners, LLC

235 MONTGOMERY STREET

SAN FRANCISCO, CA 94104

$2.02B

Assets Under Management

1

Total Clients

8

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment consulting

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Elena Ladygina’s Registration & Firm History

NY

01/23/2024 - Present

Veris Wealth Partners, LLC (New York NY)

NY

07/31/2008 - 11/12/2014

MML INVESTORS SERVICES, LLC (NEW YORK NY)

SC

01/20/2006 - 06/27/2008

CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)

Not sure if Elena Viktorovna Ladygina is right for you?

Licenses & Designations

BOTH

Issued 02/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elena Viktorovna Ladygina.
Not sure if Elena Viktorovna Ladygina is right for you?