Andrea Marie Ells
Investment adviser representative at Cooper/haims Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.2BFirm 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
- Pension consulting
Experience
13 years in the industry.
- Cooper/ Haims Advisors, LLCMay 2018 to now
- Nixon Peabody Financial Advisors LLCOct 2013 to May 2018
- Nixon Peabody LLPOct 2013 to May 2018
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cooper/haims Advisors, LLC
$1.2BAssets managed
527Clients
9Advisers
23 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
- 6263051
- Firm CRD
- 124122