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Maria Kleinhans

Ellevest

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About Maria Kleinhans

Maria Kleinhans is an investment advisor representative at Ellevest. Maria has been in the financial services industry for over 10 years. Maria has a Series 65, Series 66, Series 7 and SIE license and is registered to provide investment advice in Florida, New York and Texas. Maria has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Credit Suisse Securities (USA) LLC. Maria owns a rental property in Miami and dedicates 12 hours annually to the business.

Firm Information

Maria Kleinhans 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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Maria Kleinhans’s Registration & Firm History

NY

11/23/2021 - Present

Ellevest (NEW YORK NY)

FL

06/19/2012 - 03/20/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

02/04/2009 - 05/25/2012

CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 11/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Kleinhans.
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