Bruce
Ellis

Longview Wealth Management

CRD#1743290
Investment Advisor
in Atlanta, GA
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About this Advisor

Bruce Ellis is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor with Longview Wealth Management, they have accrued 13 years of professional experience in the financial advisory industry. Ellis maintains a Series 63 license, which qualifies the advisor as a securities broker. Ellis is registered to act as a financial advisor based out of Georgia and Texas. Their career trajectory has included roles at Cambridge Investment Research, Inc and Longview Wealth Management. Longview Wealth Management is located in Atlanta, Georgia, and has five additional brick-and-mortar locations throughout the United States. In total, Longview Wealth Management manages $580 million in assets across 1,796 accounts and employs 31 staff members. The level of assets currently under the firm's management places it among the bigger firms in the nation. The firm manages 1,626 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Longview Wealth Management can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management

$579,713,045

GA Average: $3,570,121,308
Total Number of Employees

27

GA Average: 58
Total Number of Accounts

1,942

GA Average: 1,608
Average Account Size

$298,513

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bruce Ellis Work History

Bruce has 13 years of experience.

2007 - Present (12 years)

Cambridge Investment Research,Inc

2005 - Present (14 years)

Longview Wealth Management

Disclosures

Bruce Ellis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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