SS
Sylvia Shiu Han Kwan
CRD 2805281
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Sylvia Shiu Han Kwan | Registered representative | 07/20/2026 |
| Ellevest, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ellevest, Inc.
Co Chief Executive Officer And Chief Investment Officer · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗