Ellis Pfahl, financial advisor Westborough MA

Ellis Pfahl

CRD Number: 6305247
Current Firm: The Patriot Financial Group, LLC

Ellis Pfahl (CRD# 6305247) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Patriot Financial Group Westborough, MA Jun 2020 - Current < 1
Securities America, Inc. Westborough, MA Oct 2019 - Current 1
Mcgrath Advisors Inc. Westborough, MA Dec 2014 - Current 6
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
Contact Info for Ellis N. Pfahl
Phone Number: (508) 251-6100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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