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Matthew Scott Ellis

PLANNING DIRECTIONS, INC.·GLEN MILLS, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record10 years registeredPLANNING DIRECTIONS, INC.
239 BALTIMORE PIKE, GLEN MILLS, PA 19342-1127CRD# 5588159Firm CRD# 120131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Scott Ellis · GLEN MILLS, PA
Registration
CRD #5588159 · PLANNING DIRECTIONS, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

COMMON CENTS PLANNING
Jan 2016 – present
COMMONWEALTH FINANCIAL NETWORK
Apr 2016 – Mar 2019
GLEN MILLS, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · January 12, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PLANNING DIRECTIONS, INC.
CRD 120131 · SEC 801-62686
AUM
$423M
Regulatory assets under management
Employees
7
1,258 client accounts
Services offered by PLANNING DIRECTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PLANNING DIRECTIONS, INC. →
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05

Frequently Asked Questions

What services does Matthew Scott Ellis offer?
Matthew Scott Ellis specializes in Financial Planning, Investment Management. Contact their office in GLEN MILLS, Pennsylvania for a consultation.
What are Matthew Scott Ellis's credentials?
Matthew Scott Ellis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Scott Ellis located?
Matthew Scott Ellis is based in GLEN MILLS, Pennsylvania, working with PLANNING DIRECTIONS, INC.. Their office serves clients in the GLEN MILLS metropolitan area and surrounding communities.
How does Matthew Scott Ellis charge for services?
Matthew Scott Ellis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNING DIRECTIONS, INC.?
PLANNING DIRECTIONS, INC. has approximately 7 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLANNING DIRECTIONS, INC.

William Francis Muller
GLEN MILLS, PA
CFP
Frederick John Dunbar
GLEN MILLS, PA
ChFC

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