Andrew Brett Ellis
Investment adviser representative at Patriot Investment Management Group Inc
21 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$1.9BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Patriot Investment Management Group Inc.Oct 2017 to now
- Andrew B Ellis, Cpa, LLCNov 2005 to now
- The Cpa Investing Approach, LLCSep 2015 to Sep 2017
Designations
- PFS
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Patriot Investment Management Group Inc
$1.9BAssets managed
1,559Clients
15Advisers
28 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
- 6566620
- Firm CRD
- 112155