Richard Ellenberger, financial advisor Lancaster PA
88 score

Richard Ellenberger

CRD Number: 6369980
Current Firm: Parentebeard Wealth Management

Richard Ellenberger (CRD# 6369980) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pbwm Holdings Lancaster, PA Jan 2015 - Current 1
Parentebeard Wealth Management Lancaster, PA Oct 2013 - Jan 2015 1
Penn State University Wyomissing, PA Aug 2011 - May 2014 2
National Penn Bank Robesonia, PA May 2012 - Oct 2013 1
Siani Pest Control Robesonia, PA May 2012 - Oct 2013 1
United States Marine Corps. Camp Pendleton, CA Jul 2011 - Jul 2011 < 1
United States Marine Corps Camp Pendelton, CA Jul 2007 - Jul 2011 4
Penn State University Wyomissing, PA Dec 2006 - Jul 2007 < 1
Sovereign Bank Reading, PA Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Richard P. Ellenberger
Phone Number: 717-393-9721
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $1,338,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

CT, FL, MD, NJ, NY, PA, TX, VA

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

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