Ellen Yeich, financial advisor Hunt Valley MD
88 score

Ellen Yeich

CRD Number: 6312013
Current Firm: Ronald Blue & Company, LLC

Ellen Yeich (CRD# 6312013) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Hunt Valley, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ronald Blue & Company Hunt Valley, MD Jun 2007 - Current 9
Unemployed Idlewylde, MD Aug 1985 - May 2007 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Ellen L. Yeich
Phone Number: 770-280-6000
Firm Website: https://rbis.ronblue.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    6,637
    MILLIONS
  • Total Number of Accounts
    16,436
    ACCOUNTS
  • Average Account Value
    $403,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Publication of periodicals or newsletters
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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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