Ellis Investment Partners, LLC

Ellis Investment Partners, LLC (CRD# 157669) is a financial advisory firm headquartered in Berwyn, PA. They manage $694,117,439 in 1,859 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    694
    MILLION
  • Total Number of Accounts
    1,859
    ACCOUNTS
  • Average Account Value
    $373,382
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Ellis Investment Partners, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Don C. Avgerinos
CRD#: 4267162
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Don Avgerinos (CRD# 4267162) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.

2
Evan Avgerinos
CRD#: 2496249
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Evan Avgerinos (CRD# 2496249) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.

3
Samuel M. Carpin
CRD#: 4384129
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Samuel Carpin (CRD# 4384129) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.

4
Anthony M. Civitello
CRD#: 6594272
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Anthony Civitello (CRD# 6594272) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 7 years of experience in the finance industry.

5
Jennifer A. Garrett
CRD#: 1628496
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Jennifer Garrett (CRD# 1628496) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 30 years of experience in the finance industry.

6
Christian Grude
CRD#: 1733168
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Christian Grude (CRD# 1733168) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 36 years of experience in the finance industry.

7
Robert F. Habig
CRD#: 2146490
2938 Columbia Ave, Suite 1601, Lancaster, PA 17603

Robert Habig (CRD# 2146490) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Lancaster, PA and has over 32 years of experience in the finance industry.

8
Daniel J. Kelley
CRD#: 2468949
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Daniel Kelley (CRD# 2468949) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.

9
Derek A. Lemke
CRD#: 4499667
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Derek Lemke (CRD# 4499667) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 22 years of experience in the finance industry. Derek Lemke 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.

10
Ross B. Muldoon
CRD#: 5243220
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Ross Muldoon (CRD# 5243220) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 16 years of experience in the finance industry. Ross Muldoon 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.

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