Daniel Kelley

Portfolio Consultant,Ellis Investment Partners,LLC at Ellis Investment Partners, LLC. - Berwyn, PA, US

Daniel Kelley's Colleagues at Ellis Investment Partners, LLC.
Jennifer CFA

Senior Portfolio Manager

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Nick CFS

Portfolio Strategist

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Robin Sun

Financial Planning and Portfolio Consultant

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Katelyn Baehrle

Client Services Manager

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Antoinette Sun

Office Manager

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Jonathan Smith

Financial Planning & Portfolio Consultant

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Ross Muldoon

Director of Portfolio Management Operations

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(XXX) XXX-XXXX
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484-320-6300
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Company
Ellis Investment Partners, LLC.
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Ellis Investment Partners, LLC. logo, Ellis Investment Partners, LLC. contact details

Ellis Investment Partners, LLC.

Berwyn, PA, US • 20 - 49 Employees
Financial Services

Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. EIP LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firm's business philosophy.

Investment Management Financial Planning Wealth Management Investment Managment Retirement Planning Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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Frequently Asked Questions about Daniel Kelley
Daniel Kelley currently works for Ellis Investment Partners, LLC..
Daniel Kelley's role at Ellis Investment Partners, LLC. is Portfolio Consultant,Ellis Investment Partners,LLC.
Daniel Kelley's email address is ***@ellisinvestmentpartners.com. To view Daniel Kelley's full email address, please signup to ConnectPlex.
Daniel Kelley works in the Financial Services industry.
Daniel Kelley's colleagues at Ellis Investment Partners, LLC. are Jennifer CFA, Nick CFS, Robin Sun, Katelyn Baehrle, Antoinette Sun, Jonathan Smith, Ross Muldoon and others.
Daniel Kelley's phone number is 484-320-6300
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