Elena V. Ladygina

VERIS WEALTH PARTNERS

New York, NY 10004

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CRD#: 5076861

Professional summary

Elena Viktorovna Ladygina, CFP® is a registered financial advisor currently at VERIS WEALTH PARTNERS, LLC located in New York, New York.

Elena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Elena has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Springpoint Senior Living, 4814 Outlook Dr., #201, Wall Township, NJ 07753. Nonprofit organization that provides senior housing and senior care services; organization is not investment-related. Member of the Board of Directors since Jan. 2023; also serves on the Investment, Audit, and Finance Committee; approx. 10 hrs/quarter.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elena Viktorovna Ladygina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 23, 2024 - Present

VERIS WEALTH PARTNERS, LLC

Office #1: 17 State St. Suite 2450, New York, NY 10004

RIA

CRD#: 143588

New York, NY

Past

September 24, 2018 - November 1, 2023

WITHUM WEALTH MANAGEMENT

RIA

CRD#: 158332

RED BANK, NJ

Past

October 11, 2013 - November 12, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEW YORK, NY

Past

April 7, 2011 - November 10, 2014

LENOX ADVISORS, INC.

RIA

CRD#: 119386

NEW YORK, NY

Past

July 31, 2008 - November 12, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW YORK, NY

Past

March 2, 2006 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COLUMBIA, SC

Past

January 20, 2006 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COLUMBIA, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(1/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/24/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/12/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2006

General Securities Representative Examination

Current Firm

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

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Contact information

Main Address

1111 Broadway Suite 300, Oakland, CA 94607

Mailing Address

Phone number

(415) 814-0580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2025 ANNUAL UPDATING AMMENDMENT MAY) (5/30/2025)

Regulatory assets under management

Total Number of Accounts	2,654
AUM (Assets Under Management)	$ 2,259,771,653

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2025	Cover Page	Report
11/12/2024	Cover Page	Report
01/02/2024	Cover Page	Report
12/02/2022	Cover Page	Report

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.

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Elena V. Ladygina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elena Viktorovna Ladygina's CRS (Customer Relationship Summary).

Certified licenses

Experience

WITHUM WEALTH MANAGEMENT

MML INVESTORS SERVICES, LLC

LENOX ADVISORS, INC.

MML INVESTORS SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

VERIS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/24/2006

SIE

Date: 11/12/2014

Series 7

Date: 1/19/2006

Current Firm

VERIS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERIS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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