Investment adviser representative · Patriot Investment Management Group Inc.
Andrew B. Ellis
CRD 6566620 · Knoxville, TN
At a glance
Andrew B. Ellis is an investment adviser representative with Patriot Investment Management Group Inc. in Knoxville, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst.
Current advisory firm
- Patriot Investment Management Group Inc.Since October 2017Knoxville, TN · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Patriot Investment Management Group Inc.
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- Jeff J. MonsonKnoxville · Certified Financial Planner
- Grant B. MurphyKnoxville · Certified Financial Planner
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