C. Ellis, financial advisor Zelienople PA

C. Ellis

CRD Number: 1549189
Current Firm: Centauri Advisory Group, Inc.
Compensation Model: Both

C. Scott Ellis (CRD# 1549189) is an Investment Advisor Representative working at Centauri Advisory Group, Inc. in Zelienople, PA and has over 33 years of experience in the finance industry. C. Scott Ellis 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
Advisory Practice Details
Services Offered:
  • Investment management
  • Estate planning
  • Divorce
  • Getting married
  • Having a child
  • Retirement planning
  • Sudden wealth
  • Business
  • Life
  • Long-term care
Customer Specialties:
  • Baby boomers
  • Gen X
  • Millennials
Professional Designations and Affiliations
Company Name Location Dates Years
Centauri Advisory Group, Inc. Zelienople, PA Jan 2012 - Current 12
Efgroup, LLC Greensburg, PA Sep 2002 - Current 21
Degree School Major Graduation Date
Bachelor of Arts Southwest Texas State University Finance May 1984
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for C. S. Ellis
Phone Number: 724-716-1234
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $129,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA, TX

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