Unclaimed Profile

Bert Wayne Ellis

PINNACLE PORTFOLIO ADVISORS, LLC·BOISE, Idaho

SIE, Series 7, Series 9, Series 10, Series 63, Series 6617 years registeredPINNACLE PORTFOLIO ADVISORS, LLC

1525 S. DAVID LANE, BOISE, ID 83705CRD# 5600303Firm CRD# 287622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Wayne Ellis · BOISE, ID

Registration

CRD #5600303 · PINNACLE PORTFOLIO ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PINNACLE PORTFOLIO ADVISORS

Mar 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2012 – Mar 2017

BOISE, ID

MORGAN STANLEY

Jun 2009 – Dec 2012

BOISE, ID

CITIGROUP GLOBAL MARKETS INC.

Feb 2009 – Jun 2009

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · February 6, 2009

Years registered · 17

Disclosure History

1998Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE PORTFOLIO ADVISORS, LLC

CRD 287622 · SEC 801-114877

AUM

$151M

Regulatory assets under management

Employees

66 client accounts

Services offered by PINNACLE PORTFOLIO ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PINNACLE PORTFOLIO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bert Wayne Ellis offer?

Bert Wayne Ellis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.

What are Bert Wayne Ellis's credentials?

Bert Wayne Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Wayne Ellis located?

Bert Wayne Ellis is based in BOISE, Idaho, working with PINNACLE PORTFOLIO ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Bert Wayne Ellis charge for services?

Bert Wayne Ellis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE PORTFOLIO ADVISORS, LLC?

PINNACLE PORTFOLIO ADVISORS, LLC has approximately 5 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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