Brett David Baskin
Investment adviser representative at Ellsworth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 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
11 years in the industry.
- Ellsworth Advisors, LLCMay 2018 to now
- LPL Financial LLCJan 2017 to Sep 2018
- Stratos Wealth Partners, LtdJan 2017 to Sep 2018
- Ellsworth Private Wealth ManagementDec 2016 to Sep 2018
- Bank of America, N.A.Sep 2015 to Dec 2016
- Merrill LynchMay 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6499184
- Firm CRD
- 297464