Douglas Ellis, financial advisor Stevensville MI

Douglas Ellis

CRD Number: 5661912
Current Firm: Newedge Advisors

Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Newedge Advisors in Stevensville, MI and has over 14 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Newedge Advisors, LLC New Orleans, LA Nov 2021 - Current 2
Mid Atlantic Capital Corporation Pittsburgh, PA Aug 2021 - Current 2
Mid Atlanti Financial Management Pittsburgh, PA Sep 2020 - Current 3
Safe Harbor Group Benefits Stevensville, MI Nov 2010 - Current 13
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Jun 2016 - Aug 2021 5
Dominion Investor Services, Inc. Horseshoe Bay, TX Jun 2016 - Aug 2021 5
Usa Financial Securities Corporation Ada, MI Nov 2010 - May 2016 5
Hartwell & Wolf St. Joseph, MI Nov 2010 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Douglas J. Ellis
Phone Number: 504-459-4391
Firm Website: http://www.bmtwealth.com
Registered State(s):
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
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

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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Data verified by both the advisor and the public regulatory data.

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