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Thomas Leonard Ellis

BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, Florida
Series 6Series 65Series 63
Unclaimed Profile
110 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 4448624Firm CRD# 110295
01

About

Thomas Leonard Ellis is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with BUTENSKY & COHEN FINANCIAL SECURITY INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTENSKY & COHEN FINANCIAL SECURITY INC
B&C FINANCIAL ADVISORS
AUM
$503M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4448624
Firm CRD# 110295
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Leonard Ellis offer?
Thomas Leonard Ellis specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Thomas Leonard Ellis's credentials?
Thomas Leonard Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Leonard Ellis located?
Thomas Leonard Ellis is based in PONTE VEDRA BEACH, Florida, working with BUTENSKY & COHEN FINANCIAL SECURITY INC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Thomas Leonard Ellis charge for services?
Thomas Leonard Ellis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTENSKY & COHEN FINANCIAL SECURITY INC?
BUTENSKY & COHEN FINANCIAL SECURITY INC has approximately 10 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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