AS
Andrew Schaffer
from Ellis Investment Partners, LLC
Andrew Schaffer is a financial advisor based in Pennsylvania, Berwyn,
with 12 years of experience. Andrew currently works for
Ellis Investment Partners, LLC.
Andrew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrew Schaffer works at Ellis Investment Partners, LLC
Ellis Investment Partners, LLC is a financial advisory firm based in Berwyn, Pennsylvania. It currently has approximately $646,353,884 of assets under management and employs about 23 people. Ellis Investment Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, Pennsylvania, 19312
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