Unclaimed Profile

Matthew David Ellis

VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, New Jersey

Clean recordVERIZON INVESTMENT MANAGEMENT CORP.

ONE VERIZON WAY, BASKING RIDGE, NJ 07920CRD# 6258680Firm CRD# 105804

Profile Verification

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

Identity

Matthew David Ellis · BASKING RIDGE, NJ

Registration

CRD #6258680 · VERIZON INVESTMENT MANAGEMENT CORP.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew David Ellis is a registered financial advisor based in BASKING RIDGE, New Jersey, affiliated with VERIZON INVESTMENT MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VERIZON INVESTMENT MANAGEMENT CORP.

AUM

$51.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERIZON INVESTMENT MANAGEMENT CORP. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Other: EXPENSE REIMBURSEMENT BY CLIENTS.

Regulatory

SEC/IARD CRD# 6258680

Firm CRD# 105804

View on FINRA BrokerCheck →

Looking for a financial advisor in BASKING RIDGE?

Browse all registered financial advisors in BASKING RIDGE, New Jersey or claim this profile if it's yours.

Browse BASKING RIDGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew David Ellis offer?

Matthew David Ellis specializes in Retirement Planning, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.

What are Matthew David Ellis's credentials?

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

Where is Matthew David Ellis located?

Matthew David Ellis is based in BASKING RIDGE, New Jersey, working with VERIZON INVESTMENT MANAGEMENT CORP.. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.

How does Matthew David Ellis charge for services?

Matthew David Ellis's firm is compensated through other: expense reimbursement by clients.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERIZON INVESTMENT MANAGEMENT CORP.?

VERIZON INVESTMENT MANAGEMENT CORP. has approximately 14 employees and manages $51.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →