Emily Green
Investment adviser representative at Ellevest
15 yearsExperience
6 statesRegistered in
$1.1BFirm assets
11 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 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
15 years in the industry.
- Ellevest, Inc.Oct 2017 to now
- J.P. Morgan Securities LLCApr 2013 to Oct 2017
- JPMorgan Chase Bank NAFeb 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 6 states (CA, IL, MA, NJ, 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
- 6185289
- Firm CRD
- 175476