Henry
Ellis
Maridea Wealth Management
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About this Advisor
Henry Ellis is a financial advisor based in Brooklyn, New York, working with Maridea Wealth Management. Henry has previously held positions at M Holdings Securities, Inc, Kb Financial Partners, LLC, Cascadilla Boat Club, LTD, Vector Marketing, Student, Ecornell, Onedigital Investment Advisors, Maridea Wealth Management LLC, and Maridea Insurance Company, LLC. Henry has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Henry is part of Maridea Wealth Management, which operates out of Brooklyn, New York. The firm has 8 offices and 21 employees. The firm manages assets totaling $469.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Maridea Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maridea Wealth Management Brokerage Details
$469,226,780
21
2,509
$187,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Henry Ellis Work History
Maridea Wealth Management LLC
Maridea Insurance Company, LLC
Onedigital Investment Advisors
M Holdings Securities, Inc
Kb Financial Partners, LLC
Cascadilla Boat Club, LTD
Vector Marketing
Ecornell
Student
Disclosures
Please visit the SEC profile of Henry 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 Maridea Wealth Management
San Antonio, TX
Brooklyn, NY
Brooklyn, NY
San Antonio, TX
Brooklyn, NY
Brooklyn, NY
Marfa, TX
Brooklyn, NY
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