Chief Financial Officer · Ellsworth Advisors, LLC
Paul A Martin
CRD 7049947 · Named on Form ADV at one SEC-registered adviser
At a glance
Ellsworth Advisors, LLC, an SEC-registered wealth manager based in Hudson, OH with $1.4 billion in regulatory assets, lists Paul A Martin on its Form ADV as Chief Financial Officer.
Firms and roles
- Ellsworth Advisors, LLCChief Financial OfficerWealth manager · Hudson, OH · $1.4B in regulatory assets
AtlasMembers
Paul’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
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- Control-person status
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Colleagues named on the same filings (7)
- Kelly M. KuennenPresident, Ellsworth Advisors, LLC
- Michelle M. SchwabChief Compliance Officer, Ellsworth Advisors, LLC
- Cameron S. MieleManaging Director, Ellsworth Advisors, LLC
- Timothy B. ClepperManaging Partner, Ellsworth Advisors, LLC
- Michael M. SchindlerManaging Director, Ellsworth Advisors, LLC
2 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.