Keith
Ellis
Homestead Advisers Corp
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About this Advisor
Keith Ellis is a financial advisor based in Silver Spring, Maryland, working with Homestead Advisers Corp. Keith has previously held positions at Sanders Morris Harris Inc, Ef Legacy Securities, LLC, Re Advisers Corporation, and Re Investment Corporation. Keith has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Keith is part of Homestead Advisers Corp, which operates out of Silver Spring, Maryland. The firm has 41 employees and manages assets totaling $7.2 billion. The services offered by the firm include financial planning services, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Homestead Advisers Corp includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Homestead Advisers Corp Brokerage Details
$7,208,407,391
41
20
$360,420,370
Investment Advisory Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Keith Ellis Work History
Re Advisers Corporation
Re Investment Corporation
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Disclosures
Please visit the SEC profile of Keith Ellis 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 Homestead Advisers Corp
Arlington, VA
Arlington, VA
Silver Spring, MD
Arlington, VA
Medfield, MA
Arlington, VA
Arlington, VA
Arlington, VA
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