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President & CIO · Ellis Investment Partners, LLC

David Y. Sun

CRD 1849131 · Named on Form ADV at one SEC-registered adviser

At a glance

Ellis Investment Partners, LLC, an SEC-registered wealth manager based in Berwyn, PA with $987 million in regulatory assets, lists David Y. Sun on its Form ADV as President & CIO, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Nicholas W. SunChief Compliance Officer/portfolio Strategist, Ellis Investment Partners, LLC
  • Anthony M. CivitelloDirector of Portfolio Management Operations, Ellis Investment Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.