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Elisheva Sharon Defeo

YHB Investment Advisors Inc.

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About Elisheva Sharon Defeo

Elisheva Defeo is an investment advisor representative associated with YHB Investment Advisors Inc. based in West Hartford, Connecticut. Elisheva has worked in the financial services industry since 2007 and has a broad range of experience serving various clients, including individuals, corporations, high-net-worth individuals, and charitable organizations.

Firm Information

Elisheva Defeo is currently registered with YHB Investment Advisors Inc.. YHB Investment Advisors Inc. is a registered investment advisor based in West Hartford, CT. They offer a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. With a focus on high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, YHB Investment Advisors Inc. has over $1.74 billion in regulatory assets under management.
YHB Investment Advisors Inc.

29 SOUTH MAIN STREET

WEST HARTFORD, CT 06107-2417

$1.75B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participant account management

Participant account management

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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Elisheva Defeo’s Registration & Firm History

CT

01/30/2018 - Present

YHB Investment Advisors Inc. (West Hartford CT)

CT

03/05/2014 - 01/29/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)

CT

09/21/2011 - 01/02/2014

FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)

CT

06/01/2009 - 09/14/2011

MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)

CT

05/22/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 12/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elisheva Sharon Defeo.
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