Ellis Pfahl (CRD# 6305247) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 3 years of experience in the finance industry. Ellis Pfahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group | Westborough, MA | Jun 2020 - Current | 3 |
| Mcgrath Insurance Brokerage Inc. | Westborough, MA | Mar 2019 - Current | 5 |
| Mcgrath Advisors Inc. | Westborough, MA | Dec 2014 - Current | 9 |
| Securities America, Inc. | Westborough, MA | Oct 2019 - Dec 2022 | 3 |
| Cambridge Investment Research | Fairfield, IA | Aug 2019 - Oct 2019 | < 1 |
| Cambridge Investment Research | Fairfield, IA | Aug 2019 - Oct 2019 | < 1 |
| Milano's House Of Pizza | Nashua, NH | Sep 2018 - Dec 2018 | < 1 |
| Meyers Brothers Kalica, Pc | Holyoke, MA | Jun 2018 - Sep 2018 | < 1 |
| Pignatare & Sagan LLC | Westfield, MA | Jan 2018 - May 2018 | < 1 |
| Westfield State University - Banacos Center | Westfield, MA | Sep 2016 - May 2018 | 1 |
| Westfield State University | Westfield, MA | Sep 2014 - May 2018 | 3 |
| Nelsons Hall Bitters Pub | Washington Island, WI | Jun 2017 - Aug 2017 | < 1 |
| Red Apple Farm | Phillipston, MA | Sep 2011 - Jul 2014 | 2 |
| Camp Wanocksett | Dublin, NH | Jun 2011 - Jun 2014 | 3 |
| Wachusett Regional High School | Holden, MA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- MA
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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