Erik Ellsworth (CRD# 4081917) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, PA and has over 23 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lancaster, PA | Sep 2023 - Current | < 1 |
| American Wealth Strategy Group | Manhelm, PA | Aug 2018 - Current | 5 |
| Sagepoint Financial, Inc. | Lancaster, PA | Apr 2022 - Sep 2023 | 1 |
| Minnesota Life | St. Paul, MN | Aug 2018 - Apr 2022 | 3 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2018 - Apr 2022 | 3 |
| Unemployed | Manheim, PA | Feb 2018 - Aug 2018 | < 1 |
| The Prudential Insurance Company Of America | Lancaster, PA | Jan 2000 - Feb 2018 | 18 |
| Pruco Securities, LLC | Lancaster, PA | Nov 1999 - Feb 2018 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
- DE
- PA
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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