Sylvia Shiu han Kwan
Investment adviser representative at Ellevest
16 yearsExperience
3 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- EllevestMar 2015 to now
- Simplysmart Asset ManagementJan 2010 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Ellevest
Legal name: Ellevest, Inc.
$1.1BAssets managed
471Clients
12Advisers
11 yearsIn 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
- 2805281
- Firm CRD
- 175476