Brian
Ellis
Rockport Wealth Advisors
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About this Advisor
Brian Ellis is a financial advisor based in Cleveland, Ohio, working with Rockport Wealth Advisors. Brian has previously held positions at Investacorp, Inc, Essex Securities, LLC, The J. Arnold Wealth Management Co, and Rockport Wealth, LLC Dba Rockport Wealth Advisors. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and South Carolina. Currently, Brian is part of Rockport Wealth Advisors, which operates out of Cleveland, Ohio. The firm has 5 offices and 9 employees. The firm manages assets totaling $143.7 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Rockport Wealth Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockport Wealth Advisors Brokerage Details
$143,699,000
9
503
$285,684
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Ellis Work History
Rockport Wealth, LLC Dba Rockport Wealth Advisors
The J. Arnold Wealth Management Co
Essex Securities, LLC
Investacorp, Inc
Disclosures
Please visit the SEC profile of Brian 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 Rockport Wealth Advisors
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cincinnati, OH
Cleveland, OH
Cleveland, OH
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