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Financial ADVSR advisor directory · SEC adviser records

Ellis Investment Partners, LLC financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Ellis Investment Partners, LLC office in Pennsylvania, by city and A to Z.

The short answer

15 registered advisors work at Ellis Investment Partners, LLC in Pennsylvania, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in Berwyn (14). 4 list the CFP designation and 0 are also registered broker representatives.

Ellis Investment Partners, LLC advisors by city in Pennsylvania

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Berwyn 14Lancaster 1

Ellis Investment Partners, LLC advisors in Pennsylvania, A to Z

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Questions

How many Ellis Investment Partners, LLC financial advisors are in Pennsylvania?

15 investment adviser representatives are registered at Ellis Investment Partners, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Pennsylvania does Ellis Investment Partners, LLC have the most advisors?

Berwyn, with 14, then Lancaster (1). Ellis Investment Partners, LLC has advisors in 2 cities in Pennsylvania.

How do I check a Ellis Investment Partners, LLC advisor in Pennsylvania?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ellis Investment Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.