Elena I. Vasilescu
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Elena Ivanova Vasilescu, CFP®, who also goes by Elena IVanova Madjarova, was a registered financial professional .
Elena is a previously registered financial professional and started their career in finance in 2005. Elena had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
February 8, 2022 - July 2, 2024
PATHSTONE
June 8, 2016 - January 3, 2022
TRUIST ADVISORY SERVICES, INC.
July 31, 2013 - October 6, 2014
WELLS FARGO CLEARING SERVICES, LLC
July 25, 2013 - October 6, 2014
WELLS FARGO CLEARING SERVICES, LLC
February 15, 2005 - July 22, 2013
TRUIST SECURITIES, INC.
Primary Firm SEC Registration
PATHSTONE
CRD#: 151736 / SEC#: 801-70776
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PATHSTONE
CRD#: 151736 / SEC#: 801-70776
Contact information
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 26,320 |
| AUM (Assets Under Management) | $ 100,444,137,501 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2025 | ||
| 09/27/2024 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
