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Matthew Scott Ellis

PLANNING DIRECTIONS, INC.·GLEN MILLS, Pennsylvania
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239 BALTIMORE PIKE, GLEN MILLS, PA 19342-1127CRD# 5588159Firm CRD# 120131
01

About

Matthew Scott Ellis is a registered financial advisor based in GLEN MILLS, Pennsylvania, affiliated with PLANNING DIRECTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PLANNING DIRECTIONS, INC.
PLANNING DIRECTIONS, INC.
AUM
$423M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PLANNING DIRECTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5588159
Firm CRD# 120131
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in GLEN MILLS
Frederick John Dunbar — PLANNING DIRECTIONS, INC.William Francis Muller — PLANNING DIRECTIONS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
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