LEARNVEST PLANNING SERVICES, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 162453).
| Name | Role | Location |
|---|---|---|
| EWASKO JASON MICHAEL | CCO; CHIEF COMPLIANCE OFFICER | — |
| GARDNER JOHN DAVIS | CCO/CFO/COO; CFO/COO; CHIEF FINANCIAL OFFICER | — |
| VON TOBEL ALEXA LEIGH MARIE | CHIEF EXECUTIVE OFFICER | — |
| SIMMONDS AINSLIE | CHIEF OPERATIONS OFFICER; CHIEF PRODUCT OFFICER | — |
| YERGER STEPHANIE MARIE | DIRECTOR OF FINANCIAL PLANNING | — |
| DONATO BRIDGHET ELIZABETH SARAH | CCO | — |
| GARVEY LUANNE MORRIS | CHIEF COMPLIANCE OFFICER | — |
| KIRKPATRICK STEPHANY MARIE | DIRECTOR OF FINANCIAL PLANNING; VP OF OPERATIONS AND FINANCIAL ADVICE; VP, PRODUCT & ADVICE STRATEGY | — |
| KIRKPATRICK STEPHANY | DIRECTOR OF FINANCIAL PLANNING | — |
| VILLEGAS REBECCA LYNN | CHIEF COMPLIANCE OFFICER | — |
| PIMPO CHRISTOPHER STEPHEN | CHIEF OPERATING OFFICER | — |