Carleton
Ellis
Empower Advisory Group, LLC
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About this Advisor
Carleton Ellis is a financial advisor based in Chelmsford, Massachusetts, working with Empower Advisory Group, LLC. Carleton has previously held positions at Fidelity Brokerage Services LLC, Bankers Life And Casualty Company, Center For Community Independence, Pingree School, Young Legends Street Hockey, Infinex Investments, Inc, Citizens Securities Inc, TD Ameritrade, GWFS Equities, Inc, and Bar Harbor Bank And Trust. Carleton has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Carleton is part of Empower Advisory Group, LLC, which operates out of Chelmsford, Massachusetts. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Carleton Ellis Work History
Gwfs Equities, Inc
Td Ameritrade
Citizens Securities Inc
Infinex Investments, Inc
Bar Harbor Bank And Trust
Fidelity Brokerage Services LLC
Bankers Life And Causualty Company
Center For Community Independence
Pingree School
Young Legends Street Hockey
Disclosures
Please visit the SEC profile of Carleton Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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