Nicholas Woo-hsiung Sun
Investment adviser representative at Ellis Investment Partners, LLC
13 yearsExperience
1 stateRegistered in
$986.8MFirm assets
14 yearsFirm in business
Are you Nicholas Woo-hsiung Sun? Claim your profile
Contact this firm
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
13 years in the industry.
- Ellis Investment Partners, LLCJun 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6908936
- Firm CRD
- 157669