Elisheva Sharon Defeo
Investment adviser representative at Yhb Investment Advisors Inc
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
36 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Yhb Investment Advisors Inc.Jan 2018 to now
- Northwestern Mutual Wealth Management CompanyApr 2014 to Jan 2018
- Northwestern Mutual Investment Services LLCFeb 2014 to Jan 2018
- Robert RothJan 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Yhb Investment Advisors Inc
$2.3BAssets managed
1,182Clients
18Advisers
36 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
- 4892049
- Firm CRD
- 105434