The Ellis Offices

The Ellis Offices (CRD# 281862) is a financial advisory firm headquartered in Salem, VA. They manage $33,754,058 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $244,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at The Ellis Offices
Showing 1 - 3 of 3 top financial advisors.
1
Robyn S. Ellis
CRD#: 6261449
300 E. 2nd Street, Salem, VA 24153
89
Wealthminder
score

Robyn Ellis (CRD# 6261449) is an Investment Advisor Representative working at The Ellis Offices in Salem, VA and has over 3 years of experience in the finance industry.

2
David W. Ellis
CRD#: 4155797
300 E. 2nd Street, Salem, VA 24153
76
Wealthminder
score

David Ellis (CRD# 4155797) is an Investment Advisor Representative working at The Ellis Offices in Salem, VA and has over 16 years of experience in the finance industry. David 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Donald B. Hanley
CRD#: 1488603
300 E. 2nd Street, Salem, VA 24153
61
Wealthminder
score

Donald Hanley (CRD# 1488603) is an Investment Advisor Representative working at The Ellis Offices in Salem, VA and has over 30 years of experience in the finance industry. Donald Hanley 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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