Kelsey EllisCRD Number: 5995735
Current Firm: Seven Post Investment Office LP
Kelsey Ellis (CRD# 5995735) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 5 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Seven Post Private Investment Office||San Francisco, CA||Oct 2011 - Current||6|
|W&k Container Inc.||Mill Valley, CA||Sep 2009 - Oct 2011||2|
|Tante Marie Cooking School||San Francisco, CA||Apr 2009 - Sep 2009||< 1|
|Sterling Stamos||Menlo Park, CA||Aug 2008 - Apr 2009||< 1|
|Deutsche Bank Securities||New York, NY||Jun 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management4,179MILLIONS
Total Number of Accounts372ACCOUNTS
Average Account Value$11,233,592
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, DE, HI, ID, NV, NY, OH, PA, WA
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