Eleanor Weinstock
Investment adviser representative at Evolve Private Wealth, LLC
17 yearsExperience
2 statesRegistered in
$2.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Evolve Private Wealth, LLCJan 2025 to now
- Sanctuary Advisors LLCMay 2024 to Apr 2025
- Sanctuary Securities, Inc.May 2024 to Apr 2025
- Wells Fargo AdvisorsApr 2017 to Jun 2024
- Wells Fargo Clearing Services, LLCApr 2017 to Jun 2024
- Morgan StanleyJun 2009 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Evolve Private Wealth, LLC
$2.1BAssets managed
679Clients
20Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145543
- Firm CRD
- 333932