Resources
-Form ADV Part 2A and Part 2B
-Privacy Policy
-Educational Documents
Ellis Form ADV Part 2A
&
Individual Advisor’s Form ADV Part 2B Brochure
| Name | File Type | Download/View |
|---|---|---|
| Form ADV Part 2A |  | Download |
| David Y. Sun, CFA® | | Download |
| Daniel J. Kelley, CFS®, CSA® | | Download |
| Woodward T. Odiorne, CLU®, ChFC® | | Download |
| Jennifer A. Garrett, CFA® | | Download |
| Jonathan D. Smith, CFP®, MSTF | | Download |
| Ross B. Muldoon, CFP® | | Download |
| Evan Avgerinos, CBC, CFS® | | Download |
| Don Avgerinos, CBC, CEP®, RICP®, CFS® | | Download |
| Michael A. Newman, M.B.A., ChFC®, CLU® | | Download |
| Samuel M. Carpin, CIMA®, CFS® | | Download |
| Derek A. Lemke, CFP® | | Download |
| Robert F. Habig II, MBA | | Download |
| Christian Grude, ChFC® | | Download |
| Robin Sun | | Download |
| Michelle Siano | | Download |
| Nicholas Sun, CFS® | | Download |
| Anthony Civitello | | Download |
| Drew Schaffer | | Download |
