Skip to content

Christopher Michael Prado

Investment adviser representative at Ellsworth Advisors, LLC
28 yearsExperience
2 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business

Are you Christopher Michael Prado? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

28 years in the industry.

  1. Ellsworth Advisors, LLCMay 2024 to now
  2. Wentz Financial GroupDec 2020 to May 2024
  3. Raymond James Financial Services Advisors Inc.Aug 2019 to May 2024
  4. Raymond James Financial Services, Inc.Aug 2019 to May 2024
  5. Federated SecuritiesJul 1998 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (OH, PA).

Ellsworth Advisors, LLC

$1.4BAssets managed
860Clients
14Advisers
8 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
3095346
Firm CRD
297464
Advisor's SEC record (opens in a new tab)
CallContact this firm