Ross
Muldoon
Ellis Investment Partners, LLC
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About this Advisor
Ross Muldoon is a certified financial planner based out of Berwyn, Pennsylvania, with 10 years of industry experience. Muldoon is an employee of Ellis Investment Partners, LLC. They have spent all of their employment at Ellis Investment Partners, Llc. Muldoon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Ellis Investment Partners, LLC is a business based out of Berwyn, PA. The investment advisory business has a total of 23 people on staff. It controls $694 million in assets among its 1,859 client accounts, placing it among the bigger firms in the nation by assets under management. The firm serves six charities and foundations. Of its 1,859 customer accounts, 29% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Ellis Investment Partners, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually are based on which services are offered. However, fees billed by Ellis Investment Partners, LLC can consist of 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
Ross Muldoon Work History
Ross has been registered as a financial advisor for 10 years.*
Ellis Investment Partners, LLC
*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 Ross Muldoon 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
Berwyn, PA
Westminster, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
