Joseph
Mcginley
Ellis Investment Partners, LLC
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About this Advisor
Joseph Mcginley is a financial advisor based in San Jose, California, working with Ellis Investment Partners, LLC. Joseph has previously held positions at Fis Brokerage & Securities Services LLC, Fis Global Trading, Big Stunna LLC, Paramount Television, Legendary Features Productions Us LLC, Cbs Films, Campbell-Ewald Company, Concept Services, Another Planet Entertainment, Av Images, Coast To Coast Production Support, Creative Technology Dba Avts, Diversified Stage, Employco Usa Ii Inc, Encore Group (Usa) LLC, Event Technology Services (Ets), Freeman Audio Visual Solutions, LLC, Gws Arena LLC, Hartman Studios, Hughston Engineering Inc, Island Creative Management, Live Box Digital, LLC, Live Nation, Lrm, Manor Hill Productions, Mccune Audio Video Lighting, Ybca Yerba Buena Center For The Arts, Standard Party Rentals, Ellis Investment Partners, LLC, Polk & Vallejo, LLC, Self Employed - Actor, Dope Queens Film LLC, Cmc / Forecast, Inc, Freelance Restorations, LLC, Holy Toledo Films Inc, Legendary Features Productions LLC, Warner Brothers Pictures, Sclera Pictures LLC, Showtime Networks Inc, Sm Film Productions, Inc, Tbwa Advertising, Inc, Twentieth Century Fox Film Corp, Universal Television, LLC, Village Nb Productions LLC and Waving Cat Productions. Joseph has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in California. Currently, Joseph is part of Ellis Investment Partners, LLC, which operates out of San Jose, California. The firm has 1 office and 23 employees. The firm manages assets totaling $916.7 million and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ellis Investment Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellis Investment Partners, LLC Brokerage Details
$916,741,818
23
823
$1,113,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Joseph Mcginley Work History
Ellis Investment Partners, LLC
Av Images
Creative Technology Dba Avts
Diversified Stage
Live Box Digital, LLC
Warner Brothers Pictures
Sclera Pictures LLC
Universal Television, LLC
Employco Usa Ii Inc
Encore Group (Usa) LLC
Hughston Engineering Inc
Lrm
Mccune Audio Video Lighting
Standard Party Rentals
Self Employed - Actor
Another Planet Entertainment
Coast To Coast Production Support
Event Technology Services (Ets)
Freeman Audio Visual Solutions, LLC
Gws Arena LLC
Hartman Studios
Island Creative Management
Manor Hill Productions
Twentieth Century Fox Film Corp
Waving Cat Productions
Dope Queens Film LLC
Holy Toledo Films Inc
Showtime Networks Inc
Village Nb Productions LLC
Freelance Restorations, LLC
Sm Film Productions, Inc
Cbs Films
Campbell-Ewald Company
Concept Services
Live Nation
Ybca Yerba Buena Center For The Arts
Cmc / Forecast, Inc
Tbwa Advertising, Inc
Big Stunna LLC
Paramount Television
Legendary Features Productions Us LLC
Legendary Features Productions LLC
Polk & Vallejo, LLC
Fis Brokerage & Securities Services LLC
Fis Global Trading
Disclosures
Please visit the SEC profile of Joseph Mcginley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellis Investment Partners, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
San Jose, CA
Berwyn, PA
Berwyn, PA
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