KP
Katherine Phillips
from Ellevest
Katherine Phillips is a financial advisor based in New York, New York,
with 11 years of experience. Katherine currently works for
Ellevest.
Katherine maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Katherine Phillips works at Ellevest
Ellevest is a financial advisory firm based in New York, New York. It currently has approximately $1,617,711,600 of assets under management and employs about 108 people. Ellevest uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and financial planning workshops; 1:1 consulting.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and financial planning workshops; 1:1 consulting
Office location
228 Park Ave S, Pmb 94934, New York, New York, 10003
Advisor can help with
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