Michelle
Siano
Ellis Investment Partners, LLC
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About this Advisor
Michelle Siano is a financial advisor who works in Berwyn, Pennsylvania with a total of 8 years of relevant experience. Siano is currently employed by Ellis Investment Partners, LLC. During their career, the advisor has held roles at Next Financial Group, Tekloc Enterprises and Ellis Investment Partners, LLC. Siano holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Ellis Investment Partners, LLC is a company based out of Berwyn, PA. The firm has a total of 23 people on staff. It handles $694 million in assets under management across its 1,859 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,859 accounts, 29% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Ellis Investment Partners, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellis Investment Partners, LLC Brokerage Details
$694,117,439
23
1,859
$373,382
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
Michelle Siano Work History
Michelle has been registered as a financial advisor for 8 years.*
Ellis Investment Partners, LLC
Next Financial Group
Next Financial Group
Tekloc Enterprises
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Siano 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
Westminster, CA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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