Robert Ellis (CRD# 1500955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 37 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert J. Ellis Financial Advisors, Llc, Legacey Partner With C | Orchard Park, NY | Oct 2022 - Current | 1 |
| Crux Wealth Advisors, LLC | Orchard Park, NY | Aug 2022 - Current | 1 |
| Specific Solutions, LLC | Orchard Park, NY | Dec 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Orchard Park, NY | Oct 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Orchard Park, NY | Oct 2018 - Current | 5 |
| Private Advisor Group, LLC | Morristown, NJ | Aug 2013 - Oct 2018 | 5 |
| Lpl Financial LLC | Orchard Park, NY | Dec 2011 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CT
- NY
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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