Michael Allen Newman
Investment adviser representative at Ellis Investment Partners, LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$986.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Ellis Investment Partners, LLCMar 2012 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ellis Investment Partners, LLC
$986.8MAssets managed
820Clients
18Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145294
- Firm CRD
- 157669