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 5
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
    571
    MILLIONS
  • Total Number of Accounts
    1,864
    ACCOUNTS
  • Average Account Value
    $306,407
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

AZ, CA, CT, FL, LA, MA, MD, ME, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT

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