Ellis McArdle, financial advisor Colchester VT
88 score

Ellis McArdle

CRD Number: 6301055
Current Firm: Morgan Stanley

Ellis McArdle (CRD# 6301055) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley South Burlington, VT Feb 2014 - Current 2
Bevbucks New York City, NY Feb 2013 - Jan 2014 < 1
Burlington School District Burlington, VT Sep 2011 - Jun 2013 1
Level Group New York City, NY Sep 2012 - Jan 2013 < 1
Mount Mansfield Winter Academy Stowe, VT Aug 2011 - Jan 2012 < 1
University Of Vermont Burlington, VT Sep 2007 - May 2011 3
U-32 High School East Montpelier, VT Aug 2001 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Ellis A. McArdle
Phone Number: 914-225-5510
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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