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ELLIS INVESTMENT PARTNERS, LLC
ELLIS INVESTMENT PARTNERS, LLC
BERWYN, Pennsylvania
·
8 registered advisors
·
CRD# 157669
SEC# 801-73011
1
484-320-6300
01
Firm Overview
AUM
$801M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ELLIS INVESTMENT PARTNERS, LLC
8 registered advisors
Anthony Michael Civitello
BERWYN, Pennsylvania
CRD# 6594272
David Yu-Wen Sun
BERWYN, Pennsylvania
CRD# 1849131
Kelly Lyn Carreno
BERWYN, Pennsylvania
CRD# 6923723
Leslie Refice Tritschler
BERWYN, Pennsylvania
CRD# 2127129
Michelle Siano
BERWYN, Pennsylvania
CRD# 4085204
Nancy Ellen Stewart
BERWYN, Pennsylvania
CRD# 2366661
Nicholas Woo-Hsiung Sun
BERWYN, Pennsylvania
CRD# 6908936
Ross Brian Muldoon
BERWYN, Pennsylvania
CRD# 5243220
05
Office Locations
BERWYN, Pennsylvania
8 advisors
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Data sourced from SEC Form ADV filings. ELLIS INVESTMENT PARTNERS, LLC (CRD# 157669) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.