Keith Ellis (CRD# 5303342) is an Investment Advisor Representative working at Homestead Advisers Corp. in Silver Spring, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Re Investment Corporation | Arlington, VA | May 2018 - Current | 5 |
| Re Advisers Corporation | Arlington, VA | May 2018 - Current | 5 |
| Unemployed | Silver Spring, MD | Apr 2017 - May 2018 | 1 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Mar 2017 | < 1 |
| Sanders Morris Harris Inc. | Houston, TX | Mar 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2008 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
-
Total Assets Under Management7,208MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$360,420,370
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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